Rubino & Liang Wealth Partners

Types Of Markets And Their Effect On Your Retirement Accounts

{{ script_embed(‘wistia’, ‘q5f52l7nq8’, ‘, ‘, ‘inline,responsive’) }} Why are there different “markets” discussed in the news, and how do they pertain to people’s ACTUAL retirement accounts? And what does it mean for you today if you are: In cash left you portfolio alone or if you went to a more conservative mix in your portfolio?

Should You Keep That Rental Property In Retirement?

Any investment will always involve both time and money, and this is especially true for rental property owners. Think about all the factors that go into owning a rental property: buildings must be maintained, grounds must be monitored, fixtures and plumbing must be repaired, and insurance and taxes must be paid. The financial benefits of […]

Navigating Job Loss When Nearing Retirement

{{ script_embed(‘wistia’, ‘6mxs09yonb’, ‘, ‘, ‘inline,responsive’) }}   In this episode of after the paycheck, John Conley and Adam discuss a topic that is very topical to a lot of Americans right now: “Navigating job loss when nearing retirement”

Are Index Funds Really As Great As Everyone Thinks?

In the fall of 2019, index funds finally surpassed actively managed mutual funds. As of August 31 of last year, $4.27 trillion was invested in index funds and only $4.25 trillion in their active counterparts. Clearly, index funds have seen an incredible rise in popularity over the last decade. The question, though, is whether or […]

Personal IRA Vs. Employer-Sponsored Retirement Plans

If you are close to retirement and are looking for ways to beef up your retirement accounts, you have no lack of options for how to build up a nest egg. The problem is finding the right account for your needs. The two most common retirement savings vehicles used to maximize growth and ultimately reach […]