Stefans Associates, Inc.

 

 WE MAKE THE PIECES FIT TOGETHER

     
Tax Preparation
Insurance
Retirement Planning
Asset Protection
Investment Services
Estate Planning
Special Needs Care Planning
 
                                                          Embossed logo                                                          

 

 

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.  

 

L1011215361[exp1112][NY] 

 

 

                                                                                                                            

 
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.

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

More Newsletters →