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
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
There’s a link between debt and stress.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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?