Ed Rodriguez, Financial Advisor

My year with a flip phone Practicality issues notwithstanding, flip phone me lives a more intentional life, able to look up at the world in a way that smartphone ownership had prevented for as long as I can remember.

Lessons from the South Sea Bubble Amid Today’s AI Boom Discover what the South Sea Bubble reveals about today’s AI boom, investor psychology, and how timeless lessons from history can guide smarter decisions now.

The parable of the supermarket self-checkout How imperfect technologies spread

2026 Resolutions: 5 Simple Changes That Can Transform Your Finances Real progress comes from small, consistent steps that compound over time. These five strategies throughout 2026, will lead to meaningful, lasting financial results.

Are you looking for ways to protect your retirement income from the impact of taxes?
Even a solid retirement plan can be affected by tax liabilities.
A whole life insurance policy could be a smart way to diversify your tax strategy, especially if you find that you may not need the death benefit for your loved ones.
Interested in learning more? Reach out today for a plan tailored to your needs.

The Key to Caring for Aging Parents: Accept That You Can’t Fix Everything Being a family caregiver can be frustrating and exhausting, but there are ways to stay well.