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PAUL KATZ , AEP®, CLU®
ChFC®, MSFS

66 OLD WELL ROAD 

PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

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Videos

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome and thank you for visiting!

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's financial and life insurance goals.

 

My personal goal is to become a lifetime source for each and every client.
I look forward to hearing from you. Please call for immediate assistance 914 582 6166

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck