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
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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When Markets React
When markets shift, experienced investors stick to their strategy.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.