Working Every Day of the Year, so you Don't Have To
Wealth Management & Income Planning Helping You to and through Retirement
Where Are You On Your Retirement Journey?
Geoff and Kristin don’t have a set retirement date.
Not because they can’t retire, but because they’re not sure when (or if) they want to stop working.
They’ve worked for years to excel in their respective fields and they aren’t ready to leave their passions simply because they’re nearing “traditional” retirement age...
Debbie has four adult children and three grandkids. She lives modestly, owns her home, and looks forward to spending more time with family.
With a realization of the variety of investment accounts - including 401ks from former employers, stock options, and multiple brokerage accounts - that accumulated over her years as a medical researcher, Debbie began thinking about retirement.
Harold devoted 32 years to his company before deciding it was time to move into the next chapter of his life. He and his wife Diane were looking forward to traveling, golfing, and giving back to their community.
His retirement package included a 401(k), stock options, but no pension. He was hoping to put these assets to work so he and Diane could enjoy a comfortable future filled with all the things they dreamed ...
(Note: These case studies are hypothetical, do not involve a Rubino & Wealth Partners client, and should not be construed as a guarantee.)
How We Help With Your Retirement Goals
Our retirement planning process is designed to create a personal relationship with you, taking the time to truly understand your unique personal and financial situation.
From discovery to recommendations and implementation, every step is designed with you in mind, and built to work for you, every-day of your retirement, 365 days a year.
Don't Go At It Alone
Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family, we’re here to help.
That’s why we created “After The Paycheck”
In easy-to-understand language, our blog is designed to take the confusion out of the countless retirement income options in today’s world. Below is some of the latest we have to share:
- Myths of Conventional Financial Wisdom
Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, but do these concepts and ideas that we have repeatedly heard from a […]
- Are You Poised To Lose A Popular Tax Deduction In 2024?
Currently, those who are age 50 and older can make catch-up contributions in their 401(k) accounts each year, with eligible workers allowed to put an extra $7,500 into their accounts, for a total of […]
- Your Tax Savings, Threatened? (How Wealthy Americans Unlock Hidden Uncertainty Tax Opportunities)
It can feel like the floor is about to fall out from under you when thinking about tax law changes. With each news release about what they’re considering, questions swirl through your mind like:
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Ready to Get Started?
Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help.
Our 365 Retirement Plan Process™ is designed to create a personal relationship with our clients, taking the time to truly understand their unique personal and financial situation. Just as no two people are alike, we believe no two retirement plans should be, either. We take the time to create customized strategies to help our clients pursue their retirement goals.