Simplifying the Complex
Welcome, we’re Rodriguez Wealth Management, a financial consulting/wealth management organization in Middletown, RI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial consulting and have helped clients from all across the country. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Here are five facts about Social Security that are important to keep in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The uncertainties we face in retirement can erode our sense of confidence.
Being healthy not only makes you feel good, it may also help you financially.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.