Stafford Wealth Management, LLC

Hello, and Welcome to our Website!

If you are looking for guidance on managing assets for a secure retirement...then, you've come to the right place.  Since 1981, I've guided client financial plans from one generation to the next.

Stewardship over your money involves a holistic view encompassing both Risk Management AND Investment Management towards achieving your goals.  Experience counts...and I've been aiding clients in navigating the changes in their needs, and in the economy for more than 30 years.

Check out my 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 I might be of service to you, then call.  Consider putting my resources to work for you, to help you manage your financial statement according to your goals.

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

 
Calculators

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

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

More Calculators →

Newsletters

Making Distribution Decisions in Retirement

Committing to a savings strategy while working is essential to enjoying a comfortable retirement, but it’s also important to follow a sound portfolio withdrawal strategy. This article presents the often-recommended 4% inflation-adjusted approach and a three-stage strategy that allocates different types of assets for different periods of retirement.

Understanding Beneficiary Designations

A will is a good starting point to help ensure that your assets are passed on to your heirs according to your wishes. However, it’s also important to specify beneficiaries for financial accounts and insurance policies on the appropriate forms, which may supersede instructions in a will.

HOT TOPIC: Fiscal Cliff: How Election-Year Inaction Could Affect the US Economy

Nearly $600 billion in federal tax increases and spending cuts are scheduled to take effect on January 1, 2013, unless lawmakers address the deficit, taxes, and government spending. Political and fiscal policy uncertainty may cause bouts of market volatility in the latter part of the year.

Are You Ready for E-Social Security?

As of March 1, 2013, paper Social Security checks will be a thing of the past, and all retirement and disability payments (with minor exceptions) will be made electronically. This article explains the benefits of the electronic payment system and how beneficiaries can help protect their accounts from fraud.

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