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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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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.
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?”
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?