Understanding Today’s Financial Environment
Hello, I’m John Stanek, a Certified Financial Planner™ located in Altoona, PA. My team 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, saving for college, legacy planning, and much more.
Please, contact us today and let us help you begin your journey toward achieving financial independence.
Helpful Content
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Saving for College 101
Here’s a crash course on saving for college.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Markets React
When markets shift, experienced investors stick to their strategy.
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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retirement Redefined
Around the country, attitudes about retirement are shifting.