Women and Retirement Ready for Retirement? Retiring the 4% Rule NextPhase Retirement Income Planning Process

Jose "Rafi" Rodriguez, Retirement Income Certified Professional®

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 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.  

                                          

 

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Crowdfunding—Capital for the 21st Century

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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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 Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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