The Stefans Group

10/28/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

10/26/2026

You’re part of their story. Make sure they're part of your Estate Plan. 🏡

This Estate Planning Awareness Month, let’s build a plan that honors your wishes & helps protect what matters to you.

It all starts with ONE conversation:
📞 Call (516) 692-2744 to Book Your Estate Planning Consultation Today!

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

“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...

10/26/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Max out your 401(k), rebalance your portfolio, and review your insurance—small year-end moves can make a big impact on your retirement.

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

10/23/2026

Your hard work has brought you this far. What do you want it to make possible next? 🍂

Whether you want to:

🌱 Grow Your Wealth
📋Prepare for Retirement
✨ Fund a Personal Goal
🏡 Protect the Life You've Built

It all starts with a conversation:
📞 Call (516) 692-2744 to Book Your Financial & Estate Planning Consultation Today!

💬What are you planning for next? Let us know in the comments!

10/21/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

10/20/2026

Fall is a time to count our blessings & celebrate what we’ve built, inch by inch. 🍂

Let’s build on that progress with a plan to help you empower your goals, grow your wealth, & protect what matters most.

It all starts with a conversation:
📞 Call (516) 692-2744 to Book Your Estate & Financial Planning Consultation!

🍂 What’s one win - big or small - you’re celebrating this fall? Let us know in the comments!

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…