Jefferson Financial Group

JEFFERSON FINANCIAL GROUP

1500 Oxford Drive, Suite 215 Bethel Park, PA 15102

Phone:

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.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

College Funding

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