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.”

 
 
Mental Health for the Next Gen: 4 Tips to Support Teens

Mental Health for the Next Gen: 4 Tips to Support Teens

The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....

The Business Owner’s Quick Start Guide to College Funding

The Business Owner’s Quick Start Guide to College Funding

As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your children’s college fund is no different. It may seem like a daunting task, yet there are strategies you can use to help fund your children’s education.

How to Adopt “Blind Hiring” in Your Recruitment Process

How to Adopt “Blind Hiring” in Your Recruitment Process

A diverse workforce can strengthen your organization on every level, from employee retention to your bottom line. Updating practices to support a more diverse and inclusive workplace is more important than ever.

 

How to Make Charitable Giving a Lifelong Pursuit

Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Infographic: Personal Finances Are Like A Game of Golf

What's the Secret Behind a Great Golf Game and Personal Finances? What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.

Four ways to boost company culture while working remotely

Company culture has long been tied to the physical office environment. Now that organizations all over the world are shifting to remote work, employees and businesses are rethinking the future of workplace culture.

6 Steps to Rewire the Mind-Money Connection

People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

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