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SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
Read MoreConsider Moving Away From Cash
Guy A. Paredes, CPFA® RFC® RICP®, Wealth Management Advisor discusses the large amount of assets in Cash and why it might be a good idea to start to move away from Cash.
Read MoreThe Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read MoreRules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read MoreImagine Retirement® with Peaceful Enjoyment!
Guy Paredes thanks everyone who congratulated him on being announced as a 2024 Five Star Wealth Manager as well as getting a new designation CPFA®.
Read MoreShow All
Greeting From New Orleans!
Guy Paredes says hello from a Beacon Capital Management Conference in New Orleans.
Read MoreThe Big Game Indicator and Other Unusual Economic Theories
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...
Read MoreGuy A. Paredes, CPFA® RFC® RICP® 2024 Five Star Wealth Manager Award Winner!
Guy A. Paredes, CPFA® RFC® RICP® has recently been announced as a 2024 Five Star Professional award winner Please feel free to view his bio on our website below: Guy's Bio Also, if you would like to schedule an...
Read MoreMajor Tax Changes Looming: Are You Ready?
With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...
Read MoreWhat to Know When Your Child Turns 18
Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...
Read More2023 Recap and 2024 Outlook: Key Events and What May Be in Store
As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...
Read MoreHappy Thanksgiving
On behalf of the entire team at Rockdale, Brendan Kube would like to wish everyone a Happy Thanksgiving!
Read MoreTechnology Guide for Dementia Patients and Their Caregivers
If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....
Read MoreGuy Paredes Video Bio
Guy Paredes recently made a video bio to be shared with the world! If you know someone who could benefit from meeting with Guy, please feel free to share his video bio with them and let them know to contact our offices!
Read MoreRMD's Video
Mitch Nelson discusses taking Required Minimum Distributions for those who are 73 or older with qualified retirement accounts.
Read MoreNJ Secure Choice Act Video
Mitch Nelson elaborates on the New Jersey Secure Choice Act.
Read MoreMedicare Costs Video
Mitch Nelson talks about the costs of senior healthcare
Read MoreMarket Volatility Video
Mitch Nelson elaborates on the topic of Market Volatility.
Read MoreHoliday Budgets Video
Happy Holidays from Mitch Nelson! Keep in mind to plan a budget for the holiday season.
Read MoreContribution Limits Video
Mitch Nelson talks about contribution limits for retirement accounts.
Read More10 Financial Missteps to Avoid During a Divorce
Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....
Read MoreMedicare Podcast
Welcome to Rockdale's Podcast! Guy A. Paredes, RFC® RICP®, Wealth Management Advisor & Mitchell Nelson, Senior Wealth Manager, California Insurance License #4010582 discuss Medicare in this weeks video.
Read MorePreparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...
Read More11 Retirement Risks Video
Guy Paredes touches on each of the 11 retirement risks which he also wrote about in a previous blog post.
Read MoreBalance & Leisure
Mitch Nelson speaks about the importance of balance and leisure in our lifestyles.
Read MoreYour Financial Journey!
Mitch Nelson is focused on improving your financial journey during this self improvement month!
Read MoreA Healthier You!
Mitch Nelson provides some tips for a healthier lifestyle during self improvement month!
Read MoreHappy Self Improvement Month!
Mitch Nelson would like to wish everyone a happy self improvement month from the entire team at Rockdale!
Read MoreThe Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...
Read MoreNational Breast Cancer Awareness Month
Brendan Kube spreads awareness for National Breast Cancer Awareness Month by discussing a recent social post.
Read MoreA Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...
Read MoreAI's Role in Shaping Our Tomorrow: A Look Ahead
While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...
Read MoreBrendan Kube- Video Bio
We would like to introduce Brendan Kube, Client Relationship Manager and team member of Rockdale Financial Services, Inc.
Read MoreRetirement Income Series- How Much Will I Need?
Do you know how much your spending will change once you leave your last day of work? Please watch Mitch Nelson's video and contact our office today to start preparing a retirement budget that’s right for you!
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreExpenses In Retirement
The following article by Mitch Nelson discusses the different expenses to expect when retired. In order to be properly prepared, make sure to have a plan! Contact our office today to get started on your retirement planning.
Read MoreGreat Tips on Protecting Against Identity Theft!
Guy Paredes breaks down good tips on how to protect against identity theft. Feel free to share this video with friends and family who can take advantage of these tips!
Read MoreWelcome To Our New Video Series!
Steve Richman, President and CEO of Rockdale Financial Services, Inc. introduces our new weekly video series!
Read More11 Retirement Risks
Guy Paredes breaks down the 11 risks that those nearing or in retirement need to be aware of. If you have any questions or concerns about any of these risks, please contact our office!
Read MoreHow Much Do I Have For Retirement?
In this article, Stephen W. Richman breaks down the various investment vehicles that may be used to supplement retirement income. If you have any questions after reading, please contact us!
Read MoreDon't Kick The Bucket
In this next video, Guy Paredes takes a deep dive into the Bucket Strategy and what it means for those who are nearing or are already in retirement. Please feel free to watch and share with anyone who could benefit from speaking with Guy!
Read MoreUncertainty In Retirement
The following video is by Guy Paredes regarding recent uncertainty for those in retirement. Please give it a watch whenever you get the chance and feel free to share with those who could benefit from speaking with Guy!
Read MoreCalculating the True Effect of Simple Interest
Figuring out how much simple interest can affect your loan or savings account can seem like a daunting task, but fear not. Calculating interest is as easy as multiplying a few numbers together. It's important to be aware of the...
Read MoreConsiderations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...
Read MoreCelebrate National Hispanic Heritage Month
From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation.National Hispanic Heritage Month started...
Read MoreDo you have questions about the Student Loan Forgiveness
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
Read MoreUse a DAF to Maximize Your Charitable Contributions
Use a DAF to Maximize Your Charitable ContributionsIf you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option...
Read More9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend...
Read MoreLife Doesn't Stand Still
September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...
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