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Welcome to Rockdale Financial Services News

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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Tuesday, March 12, 2024

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...

Saturday, March 9, 2024

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.

Monday, February 12, 2024

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...

Tuesday, February 6, 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...

Saturday, February 3, 2024

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®.

Thursday, February 1, 2024

Guy Paredes says hello from a Beacon Capital Management Conference in New Orleans.

Tuesday, January 23, 2024

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...

Saturday, January 13, 2024

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...

Tuesday, January 9, 2024

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...

Monday, December 11, 2023

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...

Monday, December 4, 2023

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...

Thursday, November 23, 2023

On behalf of the entire team at Rockdale, Brendan Kube would like to wish everyone a Happy Thanksgiving!

Monday, November 20, 2023

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....

Saturday, November 18, 2023

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! 

Saturday, November 18, 2023

Mitch Nelson discusses taking Required Minimum Distributions for those who are 73 or older with qualified retirement accounts.

Saturday, November 18, 2023

Mitch Nelson elaborates on the New Jersey Secure Choice Act.

Saturday, November 18, 2023

Mitch Nelson talks about the costs of senior healthcare

Saturday, November 18, 2023

Mitch Nelson elaborates on the topic of Market Volatility.

Saturday, November 18, 2023

Happy Holidays from Mitch Nelson! Keep in mind to plan a budget for the holiday season.

Saturday, November 18, 2023

Mitch Nelson discusses Flexible Spending Accounts

Saturday, November 18, 2023

Mitch Nelson talks about contribution limits for retirement accounts.

Wednesday, November 8, 2023

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....

Saturday, November 4, 2023

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.

Wednesday, November 1, 2023

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...

Saturday, October 28, 2023

Guy Paredes touches on each of the 11 retirement risks which he also wrote about in a previous blog post.

Friday, October 27, 2023

Mitch Nelson speaks about the importance of balance and leisure in our lifestyles.

Wednesday, October 25, 2023

Mitch Nelson is focused on improving your financial journey during this self improvement month!

Monday, October 23, 2023

Mitch Nelson provides some tips for a healthier lifestyle during self improvement month!

Saturday, October 21, 2023

Mitch Nelson would like to wish everyone a happy self improvement month from the entire team at Rockdale!

Tuesday, October 17, 2023

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...

Saturday, October 14, 2023

Brendan Kube spreads awareness for National Breast Cancer Awareness Month by discussing a recent social post.

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...

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...