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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Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Marriage changes everything, including your insurance needs.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Is your estate in order? This short quiz may help you assess your overall strategy.
Purchasing homeowners insurance is critical for protecting your home.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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 are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.
Make your retirement as exciting as your next vacation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?