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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Being healthy not only makes you feel good, it may also help you financially.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Apps that help small business owners better manage and grow their business.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
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 key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?