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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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Surprises
Making the most of surprises is a great reason to work with us.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.