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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Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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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.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.