The Stefans Group

06/17/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“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...

06/15/2026

When was the last time you paid yourself first?

06/15/2026

The market doesn't wait — and neither should your strategy. 📈

Join Donna Stefans on June 16 @ 11 AM for a live webinar on where today's financial market stands, where it may be headed, & what that could mean for your investments.

🎙 Featuring Robert Carey, CFA — Chief Market Strategist at First Trust

Walk away with clarity, context, & a strategy built for what's ahead.
📲 Call (516) 692-2744 to Reserve Your Spot Today.

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06/12/2026

When should you discuss family finances as retirement nears? Now! Read this article to learn how to facilitate those important conversations.

06/10/2026

The strongest plans work together. ⚖️

Your wealth strategy, tax strategy, & estate plan should support each other — not operate in silos.

When every piece is connected, you move forward with confidence & your family moves forward with protection.

That's the difference a coordinated plan makes. 💛
📲 Call (516) 692-2744 to Schedule Your Financial Alignment Consultation Today.

💭 What's one planning question you wish someone had answered sooner?

06/10/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“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...

06/08/2026

There's a part of Estate Planning most people don't think about until they need it.

What happens to you, & who can step in, if life takes an unexpected turn?

Life Care Planning helps you answer that — before it becomes urgent.

Who handles your finances? 🔑
Who makes your medical decisions? 🏥
Who makes sure your wishes are honored? 📝

A Power of Attorney, Health Care Proxy, & Living Will put those answers in place — and give you and your family clarity & confidence before it's needed.

Ready to Start Planning?
📲 Call (516) 692-2744 to Schedule Your Estate Planning Consultation Today.

💭 Is Life Care Planning something you've discussed with your family?
💫 Yes — we're set!
❓ Not yet — but I'm going to this week!


Disclaimer: Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.