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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.