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!
You’ve made investments your whole life. Work with us to help make the most of them.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
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.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When markets shift, experienced investors stick to their strategy.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?
Peer-to-peer payment apps are one of the newest ways to send money.