Broker Check

17 Lumber Road
 Roslyn, NY 11576

LinkedIn

Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

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.

Learn more

Services

We create strategies tailored to your goals

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Whole Life: The Key to Unlocking your Retirement

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.

Infographic: While You’re Still Covered

Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Thanks Mom

It turns out Mom really did know best when she laid down essential truths to live by.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow