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Larry Rosenthal, CFP
Larry Rosenthal CFP®, founder and president of Financial Planning Services in Washington, DC, has over two decades of experience in the financial planning industry. Rosenthal works to provide each of his clients with personalized financial advice from an unbiased standpoint, designing custom plans to meet individual needs and goals. He helps his clients achieve these goals through investment management, retirement and estate planning, insurance and college funding. In addition to holding the Certified Financial Planner designation, Rosenthal has earned the designations of ChFC, RFC, LUTCF, CSA and ChFEBC.
Email this author at lrosenthal@boomer-living.com | No LinkedIn Profile provided
Socially Responsible Investing
Posted in: Audio Network & Making Money Sense |
Podcast: Play in new window | Download
Join Larry and Chris and they offer tips to Baby Boomers on Socially Responsible Investing.
Boomers – Retirement and Predictable Mortgages
Posted in: Audio Network & Making Money Sense |
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Join Larry as he cautions Baby Boomers to have a predictable home mortgage as they move into the retirement years.
Boomers and Tax Allocation Strategies
Posted in: Audio Network & Making Money Sense |
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Join Larry as he addresses the topic of Baby Boomers, Retirement, and Tax Allocation Strategies.
Dollar Cost Averaging and Term Life Insurance
Posted in: Audio Network & Making Money Sense |
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Join Larry as he talks about Dollar Cost Averaging and Term Life Insurance for Baby Boomers.
Baby Boomers and Equities
Posted in: Audio Network & Making Money Sense |
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Join Larry as he talks about Baby Boomers and Equities
Boomer Savings and Term Life Insurance Premiums
Posted in: Audio Network & Making Money Sense |
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Join Larry as he offers two tips to Baby Boomers for the New Year. Increasing savings contributions and annual check on Term Life Insurance.
Target Date Mutual Funds
Posted in: Audio Network & Making Money Sense |
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Join Larry and Chris as they talk about Boomers and Target Date Mutual Funds.
Getting the Right Mix of Investments
Posted in: Audio Network & Making Money Sense |
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Join Larry and Chris as Larry offers advice to Baby Boomers on “Getting the Right Mix of Investments in Your Portfolio”
Long Term Care and Revokable Trusts
Posted in: Audio Network & Making Money Sense |
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Join Larry and Chris as Larry gives tips on Long Term Care and Revokable Trusts for Baby Boomers
Meet Our Directors
Posted in: Boomer's Speak & Coffee House Blog |
Seasons Greetings from Boomer-Living.com
Meet Our Director
LARRY ROSENTHAL
We wish you and your family a very happy Holiday Season and a New Year filled with peace and prosperity.
Click HERE...
Tags: larry rosenthal, new year, peace, prosperity, seasons greetings
Boomer Spending – The Economy – and the Roth IRA Conversion
Posted in: Making Money Sense |
Join Larry Rosenthal as he talks about the impact Boomers' spending will have on the economy. Larry also talks about the benefits of the Roth IRA Conversion
Tags: boomers, economy, Roth IRA
Larry Rosenthal, CFP
Posted in: Financial Authors |
Larry Rosenthal CFP®, founder and president of Financial Planning Services in Washington, DC, has over two decades of experience in the financial planning industry. Rosenthal works to provide each...
