Julie Rodriguez-Voya Financial Advisors

Julie Rodriguez-Voya Financial Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Julie Rodriguez-Voya Financial Advisors, Financial service, Munster, IN.

09/11/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

09/09/2026

The Plan Sponsor Council of America marks the 30th anniversary of 401(k) Day.

08/26/2026

An age-weighted profit-sharing plan is a defined contribution profit-sharing plan where contributions are allocated based on the age of plan participants as well as on their compensation, allowing older participants with fewer years to retirement to receive much larger allocations (as a percentage o...

08/24/2026

Holiday spending can add up before you know it. The good news? A few simple steps now can help you feel more in control later. Don't wait until the last minute — start building your holiday budget plan today.

Learn more: https://go.voya.com/4cn1yPR

08/19/2026

If you have a down payment of less than 20%, your lender may require you to have private mortgage insurance (PMI)

08/14/2026

A revocable life insurance trust is a trust that is funded, at least in part, by life insurance policies or proceeds. It can be an effective planning tool that provides a source of liquid funds to your estate for the payment of taxes, debts, and expenses. Moreover, it allows you the flexibility to c...

07/21/2026

Celebrate today — and set tomorrow up for success. Refresh your beneficiaries, insurance, estate plan and retirement goals to match your new chapter. Start your next chapter feeling confident. https://go.voya.com/3Ru3xu6

07/08/2026

A charitable remainder unitrust, or CRUT, is a trust with both charitable and noncharitable beneficiaries. When the trust is created, the charity's interest in the trust assets is a "remainder interest," which means it is second in line to someone else's interest. For this reason, this trust is char...

07/03/2026

The earned income credit (EIC) is a refundable tax credit available to certain low-income working individuals who earned income during the year and who had less than a specified amount of investment income. This credit reduces the amount of federal tax you owe. If you file a tax return and meet all....

07/01/2026

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032;....

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Munster, IN

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+17086910468

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