The Stefans Group

10/09/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

10/08/2026

📅 Filed an extension for your 2025 taxes? October 15 is coming up quickly.

📂 Now is the time to gather any remaining documents, check what’s missing, and connect with our Tax Team to confirm your next steps.

💡 Remember: an extension gives you more time to file, but it does not extend the deadline to pay any taxes owed.

Have questions? Let’s talk - 📞 Call (516) 692-2744!

10/07/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

10/05/2026

🍂 A new season is a good reason to revisit where your money is going.

Review recurring expenses, eliminate what no longer serves you, & put those extra dollars toward your goals.

Small adjustments can create room for bigger financial priorities.

📲 Ready to look at the bigger picture? Call (516) 692-2744.

💬 What's one expense you're ready to cut this fall?

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“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...

10/05/2026

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending intentionally and spending reflexively.

Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.

10/02/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…

09/30/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

09/29/2026

In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.

In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…