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.
Welcome to Peter's website. Feel free to skip around. If you'd like more information, don't hesitate to contact Peter any time with your questions or concerns. If you'd like, schedule a no-pressure, no-obligation consultation.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Preserve your high net worth with these foundational tips.
When you’re married and have children, insurance needs will be different.
This attention-grabbing infographic covers retirement topics you may not have considered.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Looking ahead can help you conquer these unique obstacles.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A couple become Retirement Plan Detectives, searching records from old employers.
There are a few things to consider when buying or leasing your next vehicle.