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.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
To choose a plan, it’s important to ask yourself four key questions.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding how capital gains are taxed may help you refine your investment strategies.
Bonds may outperform stocks one year only to have stocks rebound the next.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.