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Helping You To Make Smart Choices About Your Money, Taxes & Life insurance

111 Brook Street
Scarsdale, NY 10583

Phone:

9147258300

Fax:

914-725-8360

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

SAMUEL D.KATZ, Certified Financial Planner® & Certified Public Accountant

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We've created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck