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.
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Even if you’re young and single, you should still consider protecting yourself.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Ascertaining the value of your business is important for a variety of reasons.
Five phases to changing unhealthy behaviors.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how to set up your financial goals for success? This knight does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.