Jefferson Financial Group

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

Cost of Retirement

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

Determine whether you should consider refinancing your mortgage.
College Funding

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