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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Rosenthal Financial Services, LLC

Whether you are a man or a woman, young or old, you've worked hard for your money and everyone has different goals when it comes to investing. At Rosenthal Financial Services, we are well aware that each person or couple have very different approaches and comfort levels when it comes to accumulating wealth and reaching financial independence for the future. That's why we take the time to learn what your milestones and goals are and help you figure out plans (that you are comfortable with) to help you accomplish your goals.

Jon Rosenthal has over 30 years of experience in the financial services industry focusing on retirement accounts, non-retirement accounts and income tax preparation.

With a steady hand, Jon has guided clients through good and bad economic times. His approach will reflect your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Describes how Roth accounts can generate tax-free retirement income.

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This calculator can help you determine how soon you can pay off your mortgage.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck