Rothenberg Blog

Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a financial plan to minimize taxes upon your death. An important part of estate planning includes funeral and burial instructions and your wishes regarding medical interventions.

Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home.

Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the most valuable tools investors have to diversify and balance their portfolio.

When new prospects come to see us, they typically ask about our rate of return assumptions when projecting their financial success in retirement.

We are here to provide you with a checklist to ensure you get the most out of tax credits, deductions, and benefits. But first, we want to get more in depth about tax loss selling.

Have you noticed that in the investment industry there are so many acronyms and terms you have never heard of?

There are a lot of things to take into consideration when you’re leaving the country for an extended period of time.

Being debt-free can seem like a pipe dream.  However, it is possible.  A lot of progress can be gained step by little step. It is important to just start by taking the first step.

List of common tax credits, deductions and benefits.