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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Preparing for the unexpected can make all the difference if your family relies on your income.