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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

 

                                                                                                                         

 

Helpful Content

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What You Should Do About Insurance Following a Divorce

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Should You Choose a Fixed or Variable?

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Estimate how much you have the potential to earn during your working years.

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

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There are a number of ways to withdraw money from a qualified retirement plan.

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Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Are you ready for retirement? Here are five words you should consider.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

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There’s an alarming difference between perception and reality for current and future retirees.

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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