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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Helpful Content
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.