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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
It's important to understand how inflation is reported and how it can affect investments.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.