Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Stallings Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. With more than ten years of experience, we offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.
While we work with a broad range of clients, we specialize in working with educators, including both K-12 and higher education. We also work with medical professionals who are seeking financial education and strategies to pursue their goals. Based in Muncie, Indiana, we serve clients in the East Central Indiana area, and we are licensed in Florida, California, New York and many others.
Contact us today to learn more about our comprehensive services or to set up the first meeting.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Simple steps may help you foil hackers and protect your privacy.
Don’t overlook the need for renter’s insurance if you rent your home.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
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.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.