Welcome to S. Landau Services
I provide financial services and investment planning to individuals and businesses.
My business is about my relationship with my clients. I enjoy every opportunity of getting to know someone on a personal level, and then getting the chance to work together on improving their financial future.
In addition to preparing and filing your tax return, I can also help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement, and estate planning goals.
When you are ready to schedule a meeting, feel free to contact us through the website, email, or by phone.
Investments and financial planning services are offered by Steven Landau through his affiliation with Avantax.
Helpful Content
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.