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.
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.
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...
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
The uncertainties we face in retirement can erode our sense of confidence.
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Whole Life insurance can add to your retirement income and allow you to live confidently.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
Disability happens to more people, more often than you may think, and it lasts longer, too.
How does your ideal retirement differ from reality, and what can we do to better align the two?