Happy Holidays From The Stanton Group WP

May this Christmas end the present year on a cheerful note and make way for a fresh and bright New Year. Here’s wishing you a Merry Christmas and a Happy New Year!

The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management, LLC (the “SWM”), a registered investment advisor.

Announcing Our New Partnership!

Running Oak Capital uses a rules-based method of managing risk that will add increased diversification to the process of screening, selecting, and monitoring individual stocks on behalf of our clients.   

Introducing The Stanton Group WP Financial Planning Strategic Partners

One individual cannot be an expert in all the financial areas that impact your life.

As your needs become more complex, we have developed relationships with a small group of wealth strategy professionals with different areas of expertise.   

A Second Opinion And A Cup Of Coffee

Look back on the past five or ten years of your life. How much has changed? Change is an accepted and natural part of life, but it requires adaptation and flexibility, especially when it comes to your finances.

How to Create a Retirement Income Strategy That Works

You’ve worked hard your whole life, and suddenly, you can see the light at the end of the tunnel.   You and your spouse have successful careers, the kids are grown, and you may even be close to paying off the mortgage. You find yourself in a place where you can reap the fruits of your years of labor and enjoy life to the fullest. But this scenario won’t happen on its own.

What to Look for When Hiring a Financial Advisor

With over 200,000 financial advisors across the country, how do you know which one will be the right fit for your situation and personality? (1) The financial advisor you choose to handle your wealth can have a significant impact on your confidence, investment strategy, the fees you pay, and your confidence in your financial future.

Smart Strategies for Charitable Giving

‘Tis the season for giving. Beyond exchanging presents with your loved ones, this is the time of year when many people choose to give back. Whether it’s your first or your thirtieth year donating to charity, it’s a good idea to plan your donations ahead of time. Just like anything else with your finances, the more intentional you are, the better.

How Long-Term Care Can Affect Your Retirement Plan

While some expenses go down once you retire, others can increase, such as healthcare costs. On average, a couple both aged 65 can expect to spend between $157,000 and $392,000 on healthcare costs alone throughout their retirement years — a 29% increase over the past 10 years.

What We Do and How We Can Help

The term “financial plan” sounds simple enough until you sit down and try to start. Developing an effective financial plan is no easy task, and the process can be complex. The path from Point A to Point B could be riddled with potholes or forks in the road, which can make staying on track difficult.

Why I Became a Financial Advisor

I’ve always been fascinated by finance. Growing up, I loved learning how our economy and the financial markets worked. After studying economics in college, I knew I wanted to work in finance, but I didn’t yet know exactly where this path would take me.

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