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!
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are five facts about Social Security that are important to keep in mind.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.