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Julie Rodriguez,
Financial Professional

9601 N. Centennial Dr. Suite 300
Munster, IN 46321

Phone:

708-691-0468

Fax:

708-570-1126

E-mail:

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Welcome to Julie Rodriguez, Voya Financial Advisors

Knowledgeable financial decisions start with clarity.

This site is designed to help you take control of your financial future. Explore practical insights on investing, retirement, insurance, and retirement planning—turning complex topics into clear next steps.

We believe great planning combines education, strategy, and trusted guidance. Check back often for updated tools, market insights, and ideas to help you move forward with confidence.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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