Securities America

Chanie Schwartz, CFP®

Chanie Schwartz is an independant wealth manager and the founder of  A Vested Interest Wealth Management located in New York City.  She works closely with a select group of successful executives to help them achieve financial independence so that they can spend more time doing the things they enjoy.

Chanie is frequently quoted in the media including the Wall Street Journal and Business Week.

Chanie made the deans honor list and graduated cum laude with a Bachelor of Science degree in Business Management and Finance from Brooklyn College. Chanie successfully completed the required courses for her CFP® (Certified Financial Planner™ Board of Standards, Inc).  Earning and maintaining the right to use the CFP® mark means that Chanie has passed a rigorous certification examination and continues to meet the CFP Board of Standard's specific education, experience and ethical requirements. 

Chanie resides in Brooklyn, NY with her husband Steven and their son.  Whenever time allows she pursues her love of spinning.

 

 

 

 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

More Newsletters →