Broker Check

443-921-9993



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

Please Leave Home Without It

Please Leave Home Without It

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

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

 

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

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

Disability Income

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

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.

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

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.

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

View all videos arrow