Julian Rodriguez & Associates

Julian Rodriguez & Associates We are state-of-the-art financial services company. Welcome to our page! enjoy some of the tidbits of info we send out!

If you have any questions, please feel free to contact us!

Living Trusts are always preferred over wills.
07/11/2024

Living Trusts are always preferred over wills.

'Probate is PAINFUL & EXPENSIVE! '

Today's financial funny...
02/13/2024

Today's financial funny...

Your   needs don’t stay the same when the nest empties, but what changes?
12/06/2023

Your needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

A   may make sense, but you need to set proper expectations.
11/29/2023

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribut...
11/28/2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

You may not be able to stop   from wreaking havoc, but   can manage some of the financial loss.
11/27/2023

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Do you really understand how your homeowners insurance works?
11/24/2023

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

11/23/2023
Use your car for business? Make sure you're on the same page as your insurance carrier.
11/22/2023

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 ...
11/22/2023

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence....

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the

Facing divorce? Don't overlook changes to your insurance coverage.
11/20/2023

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Address

7000 North Mopac Expressway, Suite 200
Austin, TX
78731

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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