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Calculators

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Contact Us

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Videos

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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.

Explains how future tax rules may impact deductibility of charitable donations.

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Outlines steps toward handling financial setbacks and emerging stronger.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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This calculator is designed to help you attach a dollar figure to your life’s work.

How much do you need to save each year to meet your long-term financial goals?

How much Disability Income Insurance do you need?

This calculator can help you estimate your annual federal income tax liability.

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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