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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.

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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.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Determine whether you should consider refinancing your mortgage.

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

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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