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
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Surprises
Making the most of surprises is a great reason to work with us.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.