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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Is your estate in order? This short quiz may help you assess your overall strategy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.
Do you know these three personal finance sayings?