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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Good employee health can be great for the company’s bottom line.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What’s the deal with your yearly free credit report?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
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
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.