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, a Cetera community.
* This document portal and all components are for Tax and Accounting business purposes only. The portal may not be used for Wealth Management and Financial Advising in any capacity.
Helpful Content
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.