Balancing work, free time and family life takes planning. With Peter Stefanic helping you develop financial strategies, you can enjoy each day more and achieve the balanced life you want.
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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
It may help your business be better prepared in the event of the death of a principal or key employee.
How to help determine life insurance needs to provide for your family after you pass away.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding the value of a home warranty.
Purchasing homeowners insurance is critical for protecting your home.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.