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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Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?