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
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?