The Stefans Group

09/04/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

09/02/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/31/2026

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning can help you grow with confidence.

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

08/28/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

08/27/2026

Could you have retirement money sitting at an old job?

More than 31 million 401(k) accounts have been left behind at former employers — totaling $2.1 TRILLION.

If you find one, you’ve got options:
🔄 Roll It into Your NEW Plan
📈 Move It to an IRA
💵 Cash It Out

📞 Call (516) 692-2744 to discuss which option makes sense for your financial life.

💬 Have you ever tracked down an old 401(k)? What did you find?

08/26/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

08/24/2026

Life changes - your Estate Plan should too. 📄

A review can help make sure your plan still reflects your family, assets, & wishes today.

Ready for a Plan that Helps Protect What You’ve Built?

📞 Call (516) 692-2744 to Book Your Estate Planning Consultation!

💬 Which milestone would make you think, “It’s probably time to review the plan”?