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.
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Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Whole life insurance can help to diversify a financial portfolio.
Millennials are redefining retirement planning.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Investment account consolidation is important to consider for estate planning.
Here are the official tax numbers for 2019.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.