Julie Rodriguez-Voya Financial Advisors

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Julie Rodriguez-Voya Financial Advisors

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10/26/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

10/13/2026

As Americans navigate an increasingly complex retirement landscape, financial guidance has never been more important.

In a recent conversation with InvestmentNews, Voya's Jon Reilly discussed the growing focus on retirement income planning and the importance of helping clients align financial strategies with their long-term goals, risk tolerance and income needs. He also shared insights on how financial professionals evaluate a range of solutions to help clients build confidence in retirement.

Watch Jon's conversation with Gregg Greenberg of InvestmentNews: https://livesocial.seismic.com/ab56JE

09/22/2026

Voya Financial was named a winner for its Guided Confidence™ program in the Advisor Support: Recordkeepers category at the 2026 Wealth Management Industry Awards ("Wealthies").

Guided Confidence™ helps individuals navigate life's financial decisions through personalized education, insights and support, while empowering financial professionals to deliver more meaningful experiences. This recognition reflects our commitment to expanding access to guidance and helping more Americans build financial confidence.

Congratulations to the teams who made this achievement possible. https://www.wealthmanagement.com/wealth-management-industry-awards/wealthmanagement-com-celebrates-top-companies-executives-at-2026-industry-awards?gv6=83c27629-4919-4d25-9d4c-1b6ff4738c1d

09/21/2026

Each year Medicare offers an opportunity to review coverage options and make changes.

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...

Address

Munster, IN

Telephone

+17086910468

Website

http://www.onemoneymom.com/

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