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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It's important to understand how inflation is reported and how it can affect investments.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A quick look at how federal income taxes work.
Knowing the rules may help you decide when to start benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There are things you can do to keep yourself safe when you lose your wallet.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.