Welcome to Stanford Federal Investment Services
Our main goal at Stanford Federal Investment Services (SFIS) is to help you achieve your financial goals and position you to enjoy the rewards along the way. That’s the purpose of our alliance with the investment professionals at LPL Financial—to give you access to a comprehensive and carefully selected array of investment services and insurance products.
Whether your objective is preserving your current wealth or building your nest egg, having an experienced advisor working on your side will make the process easier and your goals more attainable. Even if you don’t have an investment strategy at all, we can help you get started.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are six flags that may make your tax return prime for an IRS audit.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Taking your Social Security benefits at the right time may help maximize your benefit.