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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Read this overview to learn how financial advisors are compensated.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How long does a $20 bill last?
For many, retirement includes contributing their time and talents to an organization in need.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
Take a look at this 2017 Market Recap.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.