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
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Rightsizing for Retirement
What does your home really cost?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
A quick look at how federal income taxes work.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A letter of instruction provides additional and more personal information regarding your estate.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Check out this video to begin separating fact from fiction.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.
Explaining the SECURE Act and how the changes affect your retirement strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.