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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.

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How We Do Business

We can help you create an approach that is designed to address your unique situation.

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Client Commitment

We educate our clients and take the mystery out of investing, insurance, estate conservation, preserving wealth.

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Special Kids of NY

Special kids of New York is an organization we started 18 years ago to help local children in need of financial assistance.

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Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The History of Retirement

Do you know where the idea of “retirement” comes from?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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