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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Reasons to retain your coverage into your retirement years.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tax preparation may be the perfect time to give the household budget a check-up.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn about what risk tolerance really means in this helpful and insightful video.
There are three things to consider before dipping into retirement savings to pay for college.
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Savvy investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.