17 Lumber Road
Suite 11
Roslyn, NY 11576

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Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Credit Card Debt

We share tips to manage high-interest credit

What does a healthy relationship with money look like?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

Ways to turn spending into savings

These strategies will help you save more and spend less.

U.S. Personal Savings Rate

What can be learned from the savings rate?

How new workers can build financial independence

The key to a successful career launch is to begin with a solid financial foundation.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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