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Welcome to Rockdale Financial Services News

Tuesday, October 3, 2023

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...

Tuesday, September 26, 2023

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,...

Saturday, September 23, 2023

We would like to introduce Brendan Kube, Client Relationship Manager and team member of Rockdale Financial Services, Inc.

Wednesday, September 13, 2023

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!

Tuesday, September 12, 2023

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...

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Sunday, September 10, 2023

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.

Wednesday, September 6, 2023

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!

Tuesday, September 5, 2023

Steve Richman, President and CEO of Rockdale Financial Services, Inc. introduces our new weekly video series!

Sunday, September 3, 2023

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!

Thursday, August 31, 2023

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!

Thursday, May 25, 2023

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!

Tuesday, May 16, 2023

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!

Monday, September 26, 2022

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...

Thursday, September 22, 2022

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...

Thursday, September 15, 2022

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...

Saturday, September 10, 2022

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...

Wednesday, September 7, 2022

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...

Sunday, September 4, 2022

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...

Thursday, September 1, 2022

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...