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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are things about Social Security that might surprise you.
Is your estate in order? This short quiz may help you assess your overall strategy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Apps that help small business owners better manage and grow their business.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Peer-to-peer payment apps are one of the newest ways to send money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.