PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD
PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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 914 372-2875.

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Cash Flow Analysis

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

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

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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