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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There’s a link between debt and stress.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Lifestyle considerations in creating your retirement portfolio.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.