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
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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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 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.