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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Term insurance is the simplest form of life insurance. Here's how it works.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?