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.
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Helpful Content
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?