Welcome to Stephano Financial Management
Here, our paramount goal is a secure financial future for each and every one of our clients. We pursue this by initially gaining an in depth understanding of their personal dreams, promises and desires, and monitoring them through continuous contact throughout their lives. Our success is measured by our clients’ success in meeting their goals.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Building Your Legacy
A four-step framework for building a personal legacy.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Try these activities to keep your brain sharp.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.