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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Insurance Needs of Small Business Owners
The dreams of small business owners and the business plans that outline the strategy to fulfill those dreams rarely include the insurance protections that business owners will need. Yet, having adequate protection can...
Attract Better Employees with Better Benefits
In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Why are they made again and again? Making sense of these errors in judgement.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
No one knows when the next recession will hit, but there are things you can do to prepare for it
Retirement choices can be intimidating. Picking the right strategy.
Here are five facts about Social Security that are important to keep in mind.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Preparing for the unexpected can make all the difference if your family relies on your income.
Savvy investors take the time to separate emotion from fact.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Pundits say a lot of things about the markets. Let's see if you can keep up.