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Blogs

A couple working in their kitchen together
Carlos Enrique Rodriguez | Mar 13, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Carlos Enrique Rodriguez | Mar 6, 2023

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
Hand holding a large bundle of balloons
Carlos Enrique Rodriguez | Feb 27, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Toddler standing at the bottom of a stone staircase
Carlos Enrique Rodriguez | Feb 20, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Hand holding a page with several charts on it
Carlos Enrique Rodriguez | Feb 13, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Carlos Enrique Rodriguez | Feb 6, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Carlos Enrique Rodriguez | Jan 16, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
A black and white image of a couple laughing
Carlos Enrique Rodriguez | Jan 9, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Should You Prioritize Retirement Savings over College Savings?
Frontline Wealth Management | May 2, 2022

Should You Prioritize Retirement Savings over College Savings?

Savings
Retirement
Education
Finance
College and retirement require serious savings. Is it possible to save for both?
Read More
How Do I Know if a Financial Professional is the Right Fit?
Frontline Wealth Management | Apr 1, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Charitable Giving: Doing Your Due Diligence
Frontline Wealth Management | Mar 1, 2022

Charitable Giving: Doing Your Due Diligence

Charity
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More

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Contact Us

E: carlos.e.rodriguez@ifpartners.com
P: 305-606-3134

 

Client Access

Our Office

3030 North Rocky Point Drive West
Suite 700
Tampa FL 33607

(We also operate in Miami.)

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Frontline Wealth Management are not affiliated.

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