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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.