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
Business Boosters: Holding on to Talent
No matter what business you’re in, once you start hiring employees, you get into the people business.
Insurance Options for Business Succession Planning
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.