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!
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding the value of a home warranty.
Second marriages are a trigger event to revisit any existing estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Can you keep up with your children’s mobile slang?
Five strategies for managing your student debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Recent changes in estate tax laws could affect the strategy you have in place.