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 Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn about what risk tolerance really means in this helpful and insightful video.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.