Understanding Today's Financial Environment
Welcome to Settanni Financial, a private wealth management firm located in Westchester County, NY. We have been helping our clients build their futures for over 25 years. We understand that families face unique challenges as they plan for college, prepare for retirement and plan their estates. Whether your goal is securing a paycheck for life, protecting loved ones, or creating a legacy, we have a solution that will meet your needs. Our personalized service helps you focus on what matters most to you; family, career, and leisure, while we handle the rest.Contact Us
How We Do Business
We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.Learn More
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important items to consider when purchasing condo insurance.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
When markets shift, experienced investors stick to their strategy.