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!
Building Your Legacy
A four-step framework for building a personal legacy.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Is your estate in order? This short quiz may help you assess your overall strategy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn when it may not make sense to file a claim on your home insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
What are your options for investing in emerging markets?
It’s never a bad time to speak with your financial professional about changes in your situation.
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Check out this video to begin separating fact from fiction.