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
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding how a stock works is key to understanding your investments.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate the potential capital gains taxes due on your transactions.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Have you explored all of your choices when it comes to managing your taxable income?
When do you need a will? The answer is easy: right now.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.