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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How to help determine life insurance needs to provide for your family after you pass away.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Learn about the rise of Impact Investing and how it may benefit you.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Principles that can help create a portfolio designed to pursue investment goals.
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.
An amusing and whimsical look at behavioral finance best practices for investors.
It’s never a bad time to speak with your financial professional about changes in your situation.
Savvy investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations?
Understanding the cycle of investing may help you avoid easy pitfalls.