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.
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
Financial Fixes: 5 Tips for Handling Inheritance
Remember that family reunion you wanted to forget?
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Make the gig economy work for you.
Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...
Help others achieve life-long financial balance with just a desire to be something different.
Think about your investment in your business. It’s not simply a business, it’s your life’s work.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Make your retirement as exciting as your next vacation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.