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
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.