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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Beware of these traps that could upend your retirement.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn when it may not make sense to file a claim on your home insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There’s a link between debt and stress.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.