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
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Surprises
Making the most of surprises is a great reason to work with us.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.