Welcome to our blog! I look forward to on a timely basis to provide you various items of what is on my mind. From strategies to enhance your own financial plan to ways to keep your retirement on track. We are also going to keep it light so maybe I will put out there a great restaurant review, to a great vacation spot I find. Your going to have to check periodically, because I plan on keeping it fun, and keep you off balance with humor, fun and useful ideas on wealth management. All great things you can share with friends and family. Hey your friends person might have a great investment, but aren't people really interested in that great bargain or hot new restaurant in town - told you we will keep it fun. So stay tuned!
Michael L. Rosenberg, RFC, CPFA |
Thursday, September 1, 2022
As a wealth strategist, people come to me to manage their investment portfolio. But what I really do is manage the clients’ expectations of their portfolio and show them how to preserve it from the outside forces that create...
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Michael L. Rosenberg, RFC, CPFA |
Wednesday, September 29, 2021
I have always stated that the biggest impediment to achieving continuing and ongoing success is how you manage taxes. The government continues to spend money like it is going out of style. Now unlike yourself where you might like to...
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Stacy J. Feintuch |
Thursday, August 5, 2021
You get married. You have children. Life is going along fine. And then something happens. Be it divorce or death of a spouse, you find yourself a single parent. But we are women, we can do it all, right? Yes of course....
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Michael L. Rosenberg, RFC, CPFA |
Wednesday, July 21, 2021
Millennials have been known to have unique values when compared to other generations, and a popular trend over the past decade has been the rise of “tiny living.” On a quest for less, younger generations sought out minimal,...
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Michael L. Rosenberg, RFC, CPFA |
Tuesday, July 13, 2021
July marks the mid-point of the year. With kids out of school and the prospect of real, not-in-the-backyard vacation this year, it can be easy to put off thinking about some of the things you need to do consistently to keep your entire...
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