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.
Helpful Content
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
9 Facts About Social Security
There are things about Social Security that might surprise you.
How Financially Literate Are You?
Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.