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
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.
Layers of Protection
Take these five steps to protect your financial well-being before making any other changes.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Rightsizing for Retirement
What does your home really cost?