Welcome to Melnick Rosenbaum Wealth Management
At Melnick Rosenbaum Wealth Management our mission is to help you make work optional. We pride ourselves on helping our clients identify and reach their financial goals. We understand that the key to creating an effective financial plan is considering the unique personality of each client. We want to get to know you, your values, and the ways you think about money. Whether you are just starting a career, or are well on the road to retirement, we can create a plan tailored to help you reach, and sustain your desired standard of living regardless of where you are in the planning process.
We encourage you to explore our site and learn more about who we are, and the services we provide. Should you have any questions or would like more information on our firm, please contact us. We look forward to hearing from you!
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Apps that help small business owners better manage and grow their business.
The true cost of raising a child may be far more than you expect.
Beware of these traps that could upend your retirement.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?