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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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Calculators

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Newsletters

Grocery Games: Strategies to Help Stretch Your Food Budget

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

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Balancing Life in the Sandwich Generation

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QLACs: Your Retirement Accounts Can Act Like Pensions

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Calculators

How much would your monthly lease payment be?

Tax-Deferred Savings

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

Cash Flow Analysis

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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