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?

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.

Capital Gains Taxes

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

HOT TOPIC: Sequester Under Way: What to Expect from Federal Budget Cuts

The Budget Control Act of 2011 mandated $1.2 trillion in automatic spending cuts, known as the sequester, if Congress failed to negotiate a more targeted deficit-reduction package. The blunt federal budget cuts — spread over nine years, 2013 to 2021, and divided evenly between defense and nondefense programs — were meant to be indiscriminate and painful as motivation for lawmakers to take action.

HOT TOPIC: Bouncing Back: The Recovering Market

The collapse of the U.S. housing market helped drive the economy into the worst recession since the Great Depression. Unlike previous recessions, however, the housing sector lagged as the broader economy began to grow, holding back what might have been a stronger recovery.

HOT TOPIC: QE3: Is the Third Time the Charm?

In September, the Federal Reserve announced the third round of quantitative easing, dubbed QE3, in an effort to stimulate the still struggling U.S. economy. This article examines the potential benefits and risks of QE3, how it differs from QE1, QE2, and Operation Twist, and how it may impact investors and consumers.

HOT TOPIC: Rediscovering Fossil Fuels: Could Energy Boom Transform the Economy?

The nation is producing more natural gas than ever before. This article discusses how fossil fuel discoveries and shifts in electricity production, auto engineering, and manufacturing could affect supplies and prices in the future as well as the potential implications for consumers, businesses, and the U.S. economy.

More Newsletters →