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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Knowing your options when a CD matures can help you make a sound investment decision.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.