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Phone:

212-949-9200

Fax:

888-684-7665

E-mail:

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Warmest regards,   

Warren Rosen, President

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“Our mission is to educate, guide and inspire our clients to make important decisions with respect to the protection, preservation and transfer of their life's work, offering advice and products that instill the confidence our clients can trust.”

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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