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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

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

What's My 2022 Tax Bracket?

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

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

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Markets React

When markets shift, experienced investors stick to their strategy.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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