Ron P. Nathan
Nathan Financial Services provides insurance and financial products to individuals and businesses. Our company is committed to helping people obtain their insurance and financial goals. We offer a wide range of insurance and financial products to meet many different needs that exist. Our mission is to help you better be able to understand insurance and financial products that exist in order to make sound decisions. Our success is proven in the value of the relationships we have with our clients.
Nathan Financial Services specializes in retirement income products, life insurance and health insurance. We will help you find the right plan and take the confusion out of evaluating your options. We will provide you a hassle free evaluation and pricing information.
Call or email us today to receive a no obligation quote or to speak with one of your specialists. You may also choose to schedule an appointment and meet with us personally to review the available options. We are dedicated to providing the finest personal services and exceeding our clients expectations.
Newsletters
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?