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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Having a Backup Plan

People are working longer and often carrying major financial responsibilities, such as mortgages, into their later years. For those who work, a period of disability could not only have immediate financial consequences but might also impact the options available for retirement. This article focuses on the benefits of an individual disability income insurance policy.

Moving On and Rolling Over

One issue that many transitioning workers must decide is what to do with the savings they have accumulated in their employer-sponsored retirement plans. The article explains the potential benefits and pitfalls of four typical options: leaving the savings alone, transferring them to a new employer plan, rolling funds to an IRA and withdrawing the money.

The Empty Nest: An Opportunity to Build Retirement Savings?

The 2006 film Failure to Launch told a humorous story of an adult son who couldn’t seem to leave his parents’ home. Although the plot was fictional, this scenario has become more common in real life — about three in 10 Americans aged 25 to 34 either live with their parents or have done so in recent years.

Small Firms Still Face Credit Challenges

Business owners often rely on borrowed money for the cash flow needed to run their operations, pay employees, or finance expansion. But since the recession, many small firms have found it more difficult to obtain financing when needed. This article takes a look at how small businesses are coping with today’s challenging credit environment.

More Newsletters →