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17 Lumber Road
Suite 11
Roslyn, NY 11576

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Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 
Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional

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

Financial Fixes: Beware of Market Bubbles

Financial Fixes: Beware of Market Bubbles

Don't crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

 

How Do You View Your Future?

Learn how your personality influences your financial views.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Mental Health for the Next Gen: 4 Tips to Support Teens

The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Principles of Preserving Wealth

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

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Student Loan Protection

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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