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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The federal government requires deceased individuals to file a final income tax return.
There’s a link between debt and stress.
Read this overview to learn how financial advisors are compensated.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Even low inflation rates over an extended period of time can impact your finances in retirement.
How literate are you when it comes to your finances? Brush up with these five basics.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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 key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.