Stafford Wealth Management, LLC

Hello, and Welcome to our Website!

If you are in pursuit of advice and guidance on how to Build Wealth, Manage it, and Protect it...then, you've come to the right place.  Since 1981, we've developed and guided our client's financial plans and estate plans, from generation to generation.

Stewardship over wealth involves a completely holistic view towards risk-managed investment returns, suitable guidance based upon your objectives, income taxes, estate taxes, and maintaining long term purchasing power against inflation.  Experience counts...and we've been successfully aiding our clients in navigating the constant change in the economy for more than 30 years.

Check out our Real Wealth Weekly resource page link (radio microphone icon) below, for podcasts posted weekly, and our Learning Center for iMoney, E-Seminars, Calculators, Articles and more.

If you believe that we can be of service to you, then give us a call.  All new clients are subject to a $1 million minimum account for our consideration.  If you may qualify, consider putting our resources to work for you, to help you manage your wealth, according to your goals.

Bill Stafford, CFP®, CLU, ChFC, CFS, CAS                       

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Interest

What's the interest rate on the lease you're considering?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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