Financial Planning for all ages
Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Insurance & Investments
Stallsmith Financial recognizes that each individual, family, or corporation has unique financial goals, objectives and needs.
We are dedicated to provide your business with customized, carefully designed strategies.
- Profit Sharing
- 401 (k) and SEP and SIMPLE IRA plans
- Tax Reduction Strategies
- Distribution Planning
- Charitable Gift Planning
- Second to Die Insurance Policies
- Long Term Care Insurance
- Mutual Funds
- Fixed Annuities
- Variable Annuities
- Traditional and Roth IRA's
- 403 (b) TSA's
- 529 College Savings Plans
- Life Insurance
- Term Insurance
- Variable Universal Life
- Whole Life
- Group Life
- Disability Income Insurance
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A quick look at how federal income taxes work.
For homeowners who think their property taxes are too high, there are ways to appeal.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What’s the deal with your yearly free credit report?
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.