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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
Mutual Funds and Turnover Ratios
Posted in: Audio Network & Money Matters |
Do you know the turnover ratios on your mutual funds? Join Larry as he explores the impact turnover ratios have on your mutual funds and how they can affect your taxes.
Tags: mutual funds, taxes, turnover ratios
Will you be able to afford your mortgage after retirement?
Posted in: Audio Network & Making Money Sense |
Join Larry as he addresses mortgages and retirement. Can You Afford to Retire?
Tags: mortgage, retirement
Government Thrift Savings Plan and Your Own IRA
Posted in: Audio Network & Making Money Sense |
Join Larry as he discusses how Boomers can get more from their Government Thrift Savings Plans.
Risk Questionnaire
Posted in: Audio Network & Making Money Sense |
Do you know your retirement income distribution?
Join Larry as he discusses questions Boomers should ask about their investments.
To get the complete set of questions sent to you at no charge -...
Social Security Benefits
Posted in: Audio Network & Making Money Sense |
Are you thinking about the best time to take your Social Security Benefits? Larry discusses the pros and cons of taking your Social Security Benefits Early.
Annuities
Posted in: Audio Network & Making Money Sense |
Join Larry and Chris as they describe the annuity options available for Baby Boomers.
Retirement Contribution Insurance
Posted in: Audio Network & Making Money Sense |
Join Larry and Chris as they talk about something few Baby Boomers know anything about, retirement contribution insurance.
Tags: boomers, retirement
Protecting Your Financial Future
Posted in: Audio Network & Making Money Sense |
Join Larry and Chris as they discuss the major market influences over the past 10 years and how to protect your financial future over the next 10 years.
Boomers and Dollar Cost Averaging
Posted in: Audio Network & Making Money Sense |
Join Larry as he and Chris answer the question: I'm still sitting on the sidelines - Have I missed the recovery? What should you do with your money?
Retirement Income Distribution Planning
Posted in: Audio Network & Making Money Sense |
Join Larry as he tells you how to plan your financial needs for retirement.
Tags: Financial Center, financial planning, retirement
Socially Responsible Investing
Posted in: Audio Network & Making Money Sense |
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 |
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 |
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 |
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 |
Join Larry as he talks about Baby Boomers and Equities
Boomer Savings and Term Life Insurance Premiums
Posted in: Audio Network & Making Money Sense |
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 |
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 |
Join Larry and Chris as Larry offers advice to Baby Boomers on "Getting the Right Mix of Investments in Your Portfolio"
Tags: finances, investment, portfolio
Long Term Care and Revokable Trusts
Posted in: Audio Network & Making Money Sense |
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...
