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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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.