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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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Don’t overlook the need for renter’s insurance if you rent your home.
How long does a $20 bill last?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Purchasing homeowners insurance is critical for protecting your home.
Military families face unique challenges, making personal finance even more critical.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
Here is a quick history of the Federal Reserve and an overview of what it does.