Jose "Rafi" Rodriguez, Retirement Income Certified Professional®
Serving retiring Military, Department of Defense Contractors and Federal Employees
Jose "Rafi" Rodriguez is a retired Colonel, United States Air Force and President, Rodriguez Financial Strategies LLC--an independent financial services firm. Jose "Rafi" Rodriguez serves his clients in all areas of financial planning, including wealth management, retirement income planning, life & health insurance, and Long Term Care. To schedule a consultation or to request a group seminar, please contact us at 937.427.4292 or 937.304.7393.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Tax preparation may be the perfect time to give the household budget a check-up.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Couples may be able to head off many of the problems in a marriage that money can cause.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.