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    • A FEW WORDS ABOUT US

      We here at Mark A Stimpson & Associates, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE?

      DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE? One common misconception about annuities is that you lose the balance of the annuity if you die. In the case of  Fixed Indexed Annuities (FIAs), the money remaining in your annuity can pass to one or more named beneficiaries after your death. You can even choose to set up your FIA as “joint life” in order to provide you and your spouse [...]

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      Here's How Much a Job Loss Now Will Cost You by Retirement

      Here's How Much a Job Loss Now Will Cost You by Retirement When Americans struggle financially—if they face a job loss or a bout with illness, for example—one of the first places they turn for relief is their retirement savings accounts. This makes some sense, at least in the short term: Such accounts typically provide ready cash. But the long-term costs are significant, and they plague more[...]

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    • IRA BLOG

      Rothification?

      October 16, 2017
      Rothification?

      Rothification is a term that is being tossed around a lot as tax reform takes center stage in Congress. What does Rothification mean? Proposals vary but, basically, it’s the idea of eliminating tax [...]

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      Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

      This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and trusts. As always, we recommend you work with a competent, educated financial advisor to keep your [...]

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