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1158 Pittsburgh Road
Suite 102
Valencia, PA 16059

Mark Stallsmith

724-898-3003

 
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

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.

   The Road to Success is Always Under Construction ~ Arnold Palmer

                              

Insurance & Investments

Stallsmith Financial recognizes that each individual, family, or corporation has unique financial goals, objectives and needs. 

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Business Planning

We are dedicated to provide your business with customized, carefully designed strategies.

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About Us

View our Qualifications. 

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Business Planning

  • Pension
  • Profit Sharing
  • 401 (k) and SEP and SIMPLE IRA plans

Estate Planning

  • Tax Reduction Strategies
  • Distribution Planning
  • Charitable Gift Planning
  • Second to Die Insurance Policies
  • Long Term Care Insurance

Investments

  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Traditional and Roth IRA's
  • 403 (b) TSA's
  • 529 College Savings Plans

Insurance

  • Life Insurance
  • Term Insurance
  • Variable Universal Life
  • Whole Life
  • Group Life
  • Disability Income Insurance

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Saving for College 101

Here’s a crash course on saving for college.

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