Asuncion Rodriguez Jr. , Insurance Professional

Asuncion Rodriguez Jr. , Insurance Professional I'm Asuncion Rodriguez Jr, an insurance professional living and working in Monterey County, CA.

Asuncion Rodriguez Jr works as an insurance professional in the Monterey County area of California. He takes pride in providing his customers with approximately 200+ different insurance providers and educating his clients on their strategies. In addition to being an insurance professional, Asuncion enjoys mountain biking, archery, hiking, surfing, snowboarding, golfing, and spending time with his family.

Sorting out a loved one's estate can be a stressful time full of potential disputes. That's one reason why opting for ge...
04/20/2023

Sorting out a loved one's estate can be a stressful time full of potential disputes. That's one reason why opting for gentler phrasing like "I wish" can be useful in your estate plan.

Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.

Here are a few financial takeaways we can draw from the recent bank failures.
04/17/2023

Here are a few financial takeaways we can draw from the recent bank failures.

The banking crisis is a result of poor risk management. Learn from mistakes that caused it and apply the lessons to your retirement planning.

In what circumstances can the IRS reach out to you? Learn more about why and how they may contact a taxpayer.
04/14/2023

In what circumstances can the IRS reach out to you? Learn more about why and how they may contact a taxpayer.

IR-2023-56, March 23, 2023 — The Internal Revenue Service reaches out in multiple ways to educate taxpayers while ensuring it fairly enforces the nation’s tax laws. There are important factors to keep in mind about when the IRS may initiate direct contact with a taxpayer.

If tax season caught you off guard, have no fear -- here's what you need to know and the best next steps you can take to...
04/11/2023

If tax season caught you off guard, have no fear -- here's what you need to know and the best next steps you can take to avoid further consequences.

There are a few options available that can help reduce or eliminate penalties.

Twice a month, newsletter subscribers receive helpful information for their financial journey. The next edition will cov...
04/08/2023

Twice a month, newsletter subscribers receive helpful information for their financial journey. The next edition will cover what you can do if you can't file taxes on time this year.

Sign up and stay tuned for this week's posts.

If you're trying to improve your credit score or manage your spending habits, it helps to know your credit utilization r...
04/06/2023

If you're trying to improve your credit score or manage your spending habits, it helps to know your credit utilization rate. This guide covers what credit utilization means and how to calculate it.

Learn how to lower your credit utilization rate, how your rate affects your credit, and how you can influence it month to month.

I bonds can have several tax advantages compared to other investments. But they aren't entirely exempt from taxation eit...
04/03/2023

I bonds can have several tax advantages compared to other investments. But they aren't entirely exempt from taxation either -- these rules and conditions generally apply to EE bonds as well.

Series I bonds are a popular investment that can also help you save on taxes, but the federal income tax consequences can be complex.

Couples can benefit from defining and discussing their retirement needs together. Following these tips helps ensure that...
03/31/2023

Couples can benefit from defining and discussing their retirement needs together. Following these tips helps ensure that conversations with your partner about retirement are productive.

Tips for having a dispassionate discussion about the radical lifestyle changes that accompany your decision to stop working

If you claim social security benefits and keep your job, it could impact how much you can collect in some cases. The lat...
03/28/2023

If you claim social security benefits and keep your job, it could impact how much you can collect in some cases. The latest newsletter covers important details for your retirement planning.

Your benefits might be reduced if you fit the following criteria.

Signing up for the newsletter is a hassle-free way to get tips, news and insights twice every month.
03/25/2023

Signing up for the newsletter is a hassle-free way to get tips, news and insights twice every month.

Sign up and stay tuned for this week's posts.

Having several sources of income can add extra confusion and stress during tax season. This guide can help you navigate ...
03/23/2023

Having several sources of income can add extra confusion and stress during tax season. This guide can help you navigate your taxes to get the best return possible.

Understanding how each income stream is taxed can help unlock additional savings.

Bond yield rates are climbing as of February, and economic indicators are hinting that cooling inflation earlier this ye...
03/20/2023

Bond yield rates are climbing as of February, and economic indicators are hinting that cooling inflation earlier this year may have been a temporary trend.

Worldwide financial markets are adjusting to the reality that rates are going to go higher.

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1723 Little River Drive
Salinas, CA
93906

Telephone

+18312408346

Website

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