At Stath Financial Services, Inc. we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn when it may not make sense to file a claim on your home insurance.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Five strategies for managing your student debt.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Peer-to-peer payment apps are one of the newest ways to send money.