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
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.