Jefferson Financial Group

JEFFERSON FINANCIAL GROUP

1500 Oxford Drive, Suite 215 Bethel Park, PA 15102

Phone:

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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.
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.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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.