Understanding Today's Financial Environment
Welcome, I'm Paul Schifter, a financial planner in Commack, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (631) 366-1999.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
It may help your business be better prepared in the event of the death of a principal or key employee.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are you ready for retirement? Here are five words you should consider.