Stefans Associates, Inc.

 

 WE MAKE THE PIECES FIT TOGETHER

     
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Insurance
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Asset Protection
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Estate Planning
Special Needs Care Planning
 
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Please do not make securities trade requests by email, as they cannot be honored in this manner. 

                  

Securities and investment advisory services offered through Walnut Street Securities, Inc. (WSS) Member FINRA & SIPC, a registered investment advisor.  Stefans Associates is anot afiliated with WSS.Click here for important information.

Income tax services are offered by agents in their roles as tax preparers with Stefans
Associates, Inc. Neither WSS nor its representatives offer tax or legal advice which is given by tax advisors
and attorneys. Neither Stefans Associates, Inc. nor Stefans Law Group, PC are affiliated with WSS. 

Each firm is independently responsible for the products and services it provides.  

 

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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