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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Military families face unique challenges, making personal finance even more critical.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work in 2012 to pay federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”