Common Questions

 

 

Katz Financial Services is committed to helping you pursue your long term financial goals.  With a focused background in retirement planning and estate conservation, KFS can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How much life insurance do I need?
  • How can I get the most out of  my 401 (k)?
  • How should I save for my children's college?
  • Do I need disability insurance? Long-term care?
  • Do I need to adjust my portfolio to keep up with inflation?
  • What is the best choice for me to make regarding social security?
  • How do I ensure that my children will receive as much as possible from my estate?
  • What do I need to know about wills, trusts and probate?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What do I need to know about wills, trusts and probate

 

 

What do I need to know about wills, trusts and probate