Laura Hall | February 16, 2018
As a wealth management company affiliated with REDW LLC, one of the largest regional CPA firms in the U.S., REDW Stanley Financial Advisors is able to offer our clients an array of financial planning services.
We assist clients in clarifying their vision, goals and objectives for their financial future. We assess and analyze where they are now, and then develop a written strategic plan with specific action steps that can help our clients achieve these goals and objectives and realize their vision.
In delivering financial planning services to our clients, we follow the Four C’s. Read more. Read More
Laura Hall | November 1, 2017
As 2017 draws to a close and we look forward to 2018, conventional wisdom suggests that New Year’s resolutions, although made with the best of intentions, will be abandoned as 2018 progresses. But perhaps you’ll find some of these investment thoughts worth the follow-through. We can help by keeping your focus on those things you can control, rather than fixating on those you cannot. Here are 10 investment basics you can count on: Read more. Read More
Laura Hall | September 19, 2017
In response to the data breach Equifax, one of the three major consumer credit reporting agencies, recently announced, REDW Stanley is sharing some helpful tips. Although your data might not be at risk, here are some actions you can take to be proactive regarding your financial data. Read more. Read More
Laura Hall | August 16, 2017
Many investors, including some of REDW Stanley’s clients, are a bit uncomfortable with the present state of the stock market. They feel that valuations are too high, that the extended life of the recovery is undeserved, and that, any day now, the other shoe is going to drop (meaning the market will experience a correction – which, incidentally, is a normal part of an economic cycle). What can we, as your financial partner, do to help improve your comfort level? Read more. Read More
Laura Hall | April 25, 2017
One of the first actions taken by the new Administration was to rescind the new fiduciary rule for retirement accounts that was to be phased in beginning April 10, 2017, with final implementation by January 1, 2018. The rule was designed to ensure that recommendations by financial advisors were made in the best interests of their clients without any conflicts of interest.
That new fiduciary rule was years in development. The Department of Labor proposed the rule on April 20, 2015, announced the final rule on April 6, 2016, and formally published the rule on April 8, 2016. You may be wondering if rescinding the rule will impact your retirement accounts with REDW Stanley. Read more. Read More
Laura Hall | January 27, 2017
We’ve recently had a number of REDW Stanley clients object to our established process for wiring money—calling it “convoluted” or “so not a part of the 21st century” because it’s still largely paper- and people-based. But while I do agree the process may seem overly complicated or outdated, there are very good reasons why this is so—and they all have to do with protecting our clients. Read more. Read More
Laura Hall | November 30, 2016
As 2016 comes to a close and we look forward to 2017, it’s a good time to review those basic investing decisions that all investors must make to increase the likelihood of achieving their financial goals and objectives. The basics of investing are just that—basic tenets to follow that may result in accumulating assets that can help investors successfully attain whatever goal they have established, such as paying for a college education, taking the family on a vacation to celebrate a significant event, buying a first or second home, or funding a rewarding retirement. Read more. Read More
Laura Hall | August 29, 2016
Watching a television commercial where a familiar personality talks about reverse mortgages may generate both interest and questions about that financial tool. Those television spots highlight the benefits of reverse mortgages as an attractive option for generating cash for senior homeowners and allowing those homeowners to stay in their homes. While receiving cash to supplement income and staying in one’s home are goals most anyone would love to attain, research and due diligence should be performed to determine if a reverse mortgage is an option for those who qualify. Read more. Read More
Laura Hall | May 31, 2016
Tax season often ushers in the appearance of those who want to separate you from your personal financial information for their gain—and your loss. Others need no help in implementing strategies to either reduce their tax bite or obtain tax breaks they do not deserve.
The IRS Criminal Investigation Division works with the Department of Justice to ferret out those fraudsters and prosecute them. Each year the IRS publishes a list of common frauds that taxpayers may encounter anytime, but which may be especially visible during tax season. Read more. Read More
Laura Hall | February 19, 2016
An Investor Alert recently issued by the SEC’s Office of Investor Education and Advocacy recommends the steps investors should take to safeguard their investment accounts if they are victims of identity theft or if their electronic data is hacked. While the Alert was directed primarily toward safeguarding investment accounts, many of these actions should be taken to protect credit card and bank accounts, as well.
You should always take steps to protect your personal financial information, such as Social Security numbers, bank and investment account numbers, user names and passwords. If you are the victim of identity theft, however, or you discover your personal financial data has been breached, there are a number of steps you need to take as soon as possible. Read more. Read More