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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
For many, retirement includes contributing their time and talents to an organization in need.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
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.
When do you need a will? The answer is easy: right now.
Three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.