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
Saving for College 101
Here's a crash course on saving for college.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.