Jefferson Financial Group

JEFFERSON FINANCIAL GROUP

1500 Oxford Drive, Suite 215 Bethel Park, PA 15102

Phone:

Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.