Rosenbaum Financial Services is a comprehensive financial services firm committed to helping our clients pursue long-term financial goals. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. We put people on the right path toward their goals. We give all our clients straight talk.
We help individuals and small businesses work towards pursuing their financial goals and save money on their taxes. You get more than just a tax return. We have been working in accounting and taxation for over twenty years. Ralph has been a controller for various companies before he decided to open up his own accounting firm. He maintains a close personal relationship with all of his clients and is always available whenever you have a question or concern. He strives to help maximize client’s financial situations while tailoring services to individual needs.
Ralph has been recognized as Five Star Wealth Manager for the past five years. He is featured in the January 2017 issue of New Jersey Monthly. This recognition recognizes Ralph as having tenure in the financial industry as well as having a thorough complaint and regulatory review. See the video about his honor .https://www.youtube.com/watch?v=Io7V_S5XJOg
Judy has established herself as a perfect fit in the organization. She looks at financial situations from a woman's perspective. She is a capable individual and see and thinks out of the "box".
We also do bookkeeping that is overseen by accountants. It is not just paying bills and writing checks. It is the proper record keeping of expenditures that enables the
business owner to run their business. There is no accounting without bookkeeping
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here are five facts about Social Security that are important to keep in mind.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Couples may be able to head off many of the problems in a marriage that money can cause.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.