Katz Financial Group

Information may not be reliable

Katz Financial Group provides a variety of investment services and financial advice with an eye on ample retirement funding and tax-reduction strategies.

Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.

Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
More Calculators →

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
Most Recoveries Are Announced Months After They Begin
Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.
Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.
An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.
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Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).

Interactive Data Corporation. (NYSE:IDC)

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Ideas to help simplify everyday finances.

Manage your taxes and prepare for the upcoming tax season.

Offering general securities through Prospera Financial Services, 5429 LBJ Fwy., Suite 400, Dallas, TX 75240 (800) 444-4428, Member FINRA-SIPC.
The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.