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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.

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you estimate your annual federal income tax liability.

This calculator can help you determine how soon you can pay off your mortgage.

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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