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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Smart investors take the time to separate emotion from fact.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?