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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Take these five steps to protect your financial well-being before making any other changes.
Living with confidence means living within your means. managers.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to help determine life insurance needs to provide for your family after you pass away.
A change in your mindset during retirement may drive changes to your portfolio.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Here’s a quick guide to checking to see if you have unclaimed money.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The decision whether to buy or rent a home may have long-term implications.
Make your retirement as exciting as your next vacation.
What does your home really cost?