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.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The uncertainties we face in retirement can erode our sense of confidence.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This worksheet can help you estimate the costs of a four-year college program.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
It's important to understand how inflation is reported and how it can affect investments.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Recent changes in estate tax laws could affect the strategy you have in place.