Rubino & Liang Wealth Partners

Thinking of Downsizing? Don’t Miss My May 18th Show!

Are you considering paying off your mortgage or refinancing? Or selling your house and downsizing into something smaller?  These are just a few of the many issues retirees face when it comes to their homes.

These are big, and sometimes scary, decisions, and while we’re not mortgage experts at Rubino & Liang, I happen to know one! On Sunday, May 18th, tune in to Just Don’t Lose the Money Radio to hear Rich and I interview with Maureen Catino, Vice President of Monument Mortgage in Lexington, MA. Listen as Maureen breaks down the hard questions into easy and understandable answers, and offers her view on the best options available in the current market. Find us on WRKO Sunday morning at 9 am and on WBZ Sunday night at 8 pm.

And if you like what you hear, why not meet Maureen in person? She’ll be a guest speaker at our May 28th seminar at the Cafe Escadrille. You can register  here. We would love to meet you!

And remember, when it comes to a safe and secure retirement, don’t forget our Two Rules.  Rule #1 – Just don’t lose the money. And Rule #2 – Don’t forget Rule #1!

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

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