We Build Relationships That Last
Our financial consultants at Finn & Rodriguez Wealth Management have developed enduring client relationships across generations and market cycles.
These core values direct all our client interactions.
To discover what clients care most deeply about accomplishing.
Overcome what may be perceived as obstacles or challenges.
Our experience allows us to offer investment strategies and disciplined financial plans in easy to realize terms and parameters.
Our primary directive is to keep our clients on track with continual support.
You can depend on us to help maintain your course.
Your Potential Benefits.
Our clients often tell us they feel a sense of clarity and confidence about pursuing their financial goals and often experience a better quality of life since they are working towards financial independence.
We invite you to learn more about Finn & Rodriguez Wealth Management on these web pages. Who We Are is the next logical step. Then call for an appointment so we can begin to build a lasting relationship.
Read our current thoughts and views here.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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 change in your mindset during retirement may drive changes to your portfolio.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It's important to understand how inflation is reported and how it can affect investments.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.