Personalized Investment Management
While you spend time building your business, Bill Stanage can help you invest in your family's financial future.Learn more
For Your Business:
Planning to Improve Employee Benefits
Bill Stanage will help you plan to minimize overhead, increase worker loyalty, and deliver quality benefits planning for an edge over your competition.Learn more
For Your Future:
A Lasting Relationship
With a family of my own, building and sustaining generational wealth is a personal goal I share with many of my clients.Learn more
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five creative (and inexpensive) ideas for motivating your employees.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial advisor about changes in your situation.