Helping You Address Today's Needs and Pursue Tomorrow's Goals
Welcome, I’m Michael Rosenberg, RFC, a financial professional in Livingston, New Jersey. I understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. I thank you for visiting our website, and I hope you find it informative. Please feel free to call (973) 533-1919 to discuss how my team and I can help, or just contact us via the "Have a Question" section on this site.
I know you have a choice as to who to work with when it comes to your important financial matters, and I know it is a big decision. I want to thank you in advance for considering my firm, I will do all I can to earn your trust and your business.
Michael Rosenberg, RFC
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Knowing the rules may help you decide when to start benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding the economy's cycles can help put current business conditions in better perspective.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential capital gains taxes due on your transactions.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.