John P. Stanley Associates

We assist clients in establishing financial, retirement and estate planning strategies.  By applying appropriate designs, keeping abreast of changes in tax law and selecting quality insurance and investment* products, we help our clients protect their families and businesses, reduce their tax liability and pursue their investment* and asset accumulation goals and objectives.  Together, we analyze, design and implement programs that address each of their unique concerns.

When you enter into a relationship with John P. Stanley Associates, you gain access to some of the best minds in the financial services industry.  Our associates can tailor financial* and benefit plans that are designed to help meet your very specific needs.

 

*John P. Stanley is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services offered solely by Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 7 East Frederick Place, Cedar Knolls, NJ 07927 Tel: 973-538-9100, John P. Stanley Associates and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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