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PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD


PURCHASE

,

NY

10577

Phone:

914 582 6166

E-mail:

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Calculators

You can review interesting calculators on my site.

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Contact Us

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Videos

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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