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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Saving for College 101
Here’s a crash course on saving for college.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A few strategies that may help you prepare for the cost of higher education.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Building wealth requires protection from the forces of wealth destruction.
Your credit score may influence how much you pay for auto and home insurance.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.