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
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?