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.
Welcome to Peter's website. Feel free to skip around. If you'd like more information, don't hesitate to contact Peter any time with your questions or concerns. If you'd like, schedule a no-pressure, no-obligation consultation.
Thanks for stopping by!
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
You’ve made investments your whole life. Work with us to help make the most of them.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Term insurance is the simplest form of life insurance. Here's how it works.
Second marriages are a trigger event to revisit any existing estate strategies.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Are women prepared for a 20-year retirement?
Five creative (and inexpensive) ideas for motivating your employees.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.