17 Lumber Road
Suite 11
Roslyn, NY 11576

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Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Work/Life Fluidity: Less Stress, Higher Productivity

Work/Life Fluidity: Less Stress, Higher Productivity

There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.

What Generation Z Employees Really Want

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

Financial Hacks for Millennials: Going Back to School

As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.

Financial Fixes: From Health Scare to Financial Care

Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.

Hindsight 2020: Use These Tips to Recover From Job Loss

Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today:

Not Just Equal Pay, Equal Job Security

While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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