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.
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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A change in your mindset during retirement may drive changes to your portfolio.
One of the most common questions people ask about Social Security is when they should start taking benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate