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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!


Helpful Content

Test Your Life Insurance Knowledge

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?

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Saving for College 101

Here’s a crash course on saving for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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