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
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It's important to understand the pros and cons when considering a prepaid debit card.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The uncertainties we face in retirement can erode our sense of confidence.
Do you have an estate strategy? You should.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.