Understanding Today’s Financial Environment
Hello, I’m John Stanek, a Certified Financial Planner™ located in Patton, PA. My son Jeff and I understand that in today's world, you are facing unique financial challenges; challenges like no other generation has ever experienced. However, we are here to help take the mystery out of investing. For more than 30 years, I have worked side by side helping hundreds of clients from all over the country in preparing for retirement, college savings, estate strategy and much more.
Please, contact us today and let Jeff and I help you begin your journey toward achieving financial independence.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Couples may be able to head off many of the problems in a marriage that money can cause.
Learn about all the parts of Medicare with this informative and enjoyable article.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Reasons to retain your coverage into your retirement years.
Tips to avoid checking in luggage on your next vacation.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.
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.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.