Making Your Tax Bracket Work Making Your Tax Bracket Work Making Your Tax Bracket Work Making Your Tax Bracket Work The Cost of Procrastination The Cost of Procrastination The Cost of Procrastination The Cost of Procrastination Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous Exit Strategies of the Rich and Famous

Jose "Rafi" Rodriguez, President Rodriguez Financial Strategies, LLC Beavercreek, OH

Jose "Rafi" Rodriguez is a retired Colonel, United States Air Force currently presiding over Rodriguez Financial Strategies LLC--an independent financial services firm serving small businesses and professionals in Beavercreek and the Greater Dayton Region, Ohio.  Jose "Rafi" Rodriguez serves his clients in all areas of financial planning, including wealth management, retirement 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

                                            

 

Helpful Content

Your DNA Test

Your DNA Test

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.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow