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!
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
There are ways to improve your physical fitness without denting your fiscal fitness.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Here are five facts about Social Security that are important to keep in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
This early financial decision could prove helpful over time.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all your options when it comes to managing your taxable income?
For women, retirement strategy is a long race. It’s helpful to know the route.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.