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17 Lumber Road
 Roslyn, NY 11576

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Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 
Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being

Understanding Today’s Financial Environment

I’m Mark Tannenbaum, a financial professional in Roslyn, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 516 551-1463.

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Services

We create strategies tailored to your goals

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What Generation Z Employees Really Want

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

Business Boosters: Can Your Business Survive Without You?

Business Boosters: Can Your Business Survive Without You?

If you didn't show up tomorrow, would your employees be able to go it alone?

 

Gift Yourself a Debt-Free Holiday

Here are some tips on how to have a holly, jolly and less stressful gift-giving season.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Put Your Child on the Path to a Stronger Financial Future

Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first..

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Student Loan Protection

Learn why protecting your student loan payments is an important aspect of your income protection strategy.

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