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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The federal government requires deceased individuals to file a final income tax return.
This worksheet can help you estimate the costs of a four-year college program.
There are things about Social Security that might surprise you.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
That big list of dreams and goals isn't the only way to look at your bucket list.
How do the markets usually react to elections? Was the 2016 election any different?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.