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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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five phases to changing unhealthy behaviors.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Recent changes in estate tax laws could affect the strategy you have in place.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.