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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Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Building Your Legacy
A four-step framework for building a personal legacy.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.