We Stand By Our Work
We’re neat, complete, and on time. The pride we get from developing deep relationships with our clients is only exceeded by the warmth and openness they receive when walking through the door.Learn More
A Professional’s Perspective
Nothing is more valuable than drawing from decades of experience to give perspective, nor more rewarding than to use that wisdom to plot a safe course forward through times of transition.Learn More
Our primary role at Robert O. Stachura, CFP®, is to collaborate with our clients as well as their attorneys and CPAs for the singular goal to provide the most holistic advice possible.Learn More
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Being healthy not only makes you feel good, it may also help you financially.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
What can be learned from the savings rate?
Do your insurance needs stay the same when the nest empties?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.