Understanding Today’s Financial Environment
Hello, I’m John Stanek, a Certified Financial Planner™ located in Altoona, 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.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What's My 2022 Tax Bracket?
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Even the most seasoned investors have biases affecting their financial choices.
For many, retirement includes contributing their time and talents to an organization in need.
Couples may be able to head off many of the problems in a marriage that money can cause.
Learn about the rise of Impact Investing and how it may benefit you.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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
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.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.