Jefferson Financial Group

JEFFERSON FINANCIAL GROUP

1500 Oxford Drive, Suite 215 Bethel Park, PA 15102

Phone:

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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.