Serving retiring Military, Department of Defense Contractors and Federal Employees
At Rodríguez Financial Strategies, LLC, we take the time to provide professional guidance and simplify complex financial concepts so you can make informed decisions about your financial life. Sometimes it’s difficult to anticipate what’s around the bend. That’s why it is critical to have a “roadmap” to guide you through the twists and turns that life sometimes throws your way. We’ll work together to create a custom plan with a shared mission of helping build, manage and preserve your wealth.
Jose "Rafi" Rodriguez, Retirement Income Certified Professional®
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
An inside look at how marginal income tax brackets work.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Three things to consider before dipping into retirement savings to pay for college.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?