Rosenzweig, Hollywood & McDowell

 

Because no single professional can be all things to all people, the partnership of Rosenzweig, Hollywood & McDowell offers you a depth and variety of services to meet your financial needs.

 

Stephen Rosenzweig , CLU, ChFC, AEP brings over three decades of experience in the areas of retirement, estate and insurance planning for both the individual and the business owner.

 

John Hollywood,MBA, CLU, ChFC, LUTCF, is a financial professional with AXA Advisors.He brings specific experience to developing financial strategies for the individual and the small business owner.

 

Evert McDowell, MBA, is a financial professional with AXA Advisors works with the owners of closely held businesses, helping them use corporate assets to build personal wealth on a tax favorable basis.

 

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Car Affordability

How much can you afford to pay for a car?

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Newsletters

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

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