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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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A collection of tips from professional travelers.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
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.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?