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.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn about the risks of not having health insurance in this informative article.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When you retire, how will you treat your next chapter?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.