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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Redefining Retirement Planning
Millennials are redefining retirement planning.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
6 Tips From Tech Start-ups for Your Non-tech Business
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Not Your Parents’ Finances
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
How to Jump-Start Your Financial Strategy for Retirement
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Supplementing Retirement Income with Whole Life
Whole Life insurance can add to your retirement income and allow you to live confidently.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Saving for College 101
Here’s a crash course on saving for college.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?