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
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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Three things to consider before dipping into retirement savings to pay for college.