How the Stableford Way Takes a Fiduciary First, Client Centric Approach

Reviewing Client Strategy for Stableford fiduciary blog

As a fiduciary, Stableford Capital is held to the highest standard of care and always puts clients’ best interests first. The registered investment advisor firm does this by offering integrated advisory services – advisory, tax and investment all under one roof – and keeping constant communication with clients. Every recommendation is explained and clients are educated on the process.

Women Investors: How to Achieve Financial Independence Now and into the Future

business woman casually dressed in office with laptop for women investors - stableford

Women’s finances are on an upward trend. Financial planners are now designing investment plans to meet the needs and expand the opportunities leading to financial independence for women. As women begin to build more wealth, women investors are looking to achieve financial independence, often out-earning men in their portfolios.

Four Financial Planning Strategies for the Self-Employed

financial planning strategies for the self-employed business man smiling with glasses and office in background

Starting your own business is both rewarding and challenging – it also presents a unique set of challenges for financial planning. The four financial planning strategies for the self-employed to consider include setting up a retirement account, funding it, insuring your business and seeking support. At Stableford Capital, we take an integrated advisory approach and look at your entire financial situation when mapping out your financial plan.

The SECURE Act: How to Maximize Advantages from Congress’ Change to Retirement Finances

planning your retirement finances from young man to older couple standing on top of coin stacks - Stableford

The recently-passed Setting Every Community Up for Retirement Enhancement Act may change the way people save, and use, retirement funds. The Act comes with some changes that are worth taking advantage of—and some that are worth being aware of. As this took effect January 1, 2020, be sure to discuss possible impacts to your retirement planning with your tax professional soon.

Stay Aware: The Latest Telephone Scams Targeting the Financial Security of Our Seniors

Be aware of the latest telephone scams targeting the vulnerable elderly, and make sure your loved ones are protected from financial exploitation. Aside from prepaid credit card scams, some of the other most popular are IRS payments, Social Security, invoice and romance scams. Learn more about them and how you can protect those you love and care for.

Legacy Planning: Why a Living Will is So Important for You and Your Loved Ones

Couple meeting with financial advisor to review living will and legacy planning documents - Stableford Capital

Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.

Creating a Trust for the Modern Family: Estate Planning You May Have Never Considered

Grandparents with heirs seek trusts Stableford Capital insights

Modern families want (and need) modern estate planning solutions. It’s no longer a “one size plan fits all” scenario where wealth follows marriage and blood lines. You want your trusts and wishes to reflect your journey at its current path while keeping an eye on the future. Trusts help you and your family – whomever it includes – enjoy the wealth that you’ve spent your lifetime accumulating.

What Are the 6 Most Important Aspects of Estate Planning?

Most important aspects of estate planning - meeting with a financial advisor - Stableford Capital

You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.

2019 Tax Planning Strategies with New IRS Contribution Limits

Tax Planning Strategies - Stableford Capital Blog

On the heels of the Tax Cuts and Jobs Act, and as the new year approaches, the IRS has published changes to contribution limits for the tax year 2019, reaffirming that change is inevitable. Understanding the changes made to tax laws as they happen should be an essential part of your tax planning strategies. Stableford Capital’s tax services can help prepare you to comply with the changes and maximize the benefits of your personal tax return or business tax preparation – it’s not what you make, it’s what you keep.

Year-End Financial Planning: What You Should Be Doing Now

Estate Financial Planning Image for Stableford Capital Blog

Do you want to feel in control of your money as you head into the new year? Then it’s time to begin your year-end financial planning. Whether you are currently working and planning for the future or quickly approaching retirement, financial planning is an essential part of a year-end tasks. Q4 is a great time to review your current asset allocations, investment opportunities and taxes to set you up for a prosperous new year.

Do NOT follow this link or you will be banned from the site!