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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Legacy Planning in Retirement: Passing Down Financial Values
Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.