RL Wealth Educates - The Blog of Rubino & Liang Wealth Partners

Beth Boucher

Rubino & Liang are proud of their exemplary customer service, and Beth is the person who makes sure we live up to those standards, all the way from processing business, to addressing any client concerns or questions. Beth graduated from Bridgewater State College with a BS in General Management. She lives in Brockton with her husband, three children and spoiled mini-schnauzer, Lucy. Beth joined the Rubino & Liang family in 2010.

Recent Posts

5 Frequently Asked Questions About RMDs & IRAs, Answered

Feb 17, 2019 8:45:00 AM / by Beth Boucher

You’ve set aside money all of these years, hoping to have a fluffy nest for retirement.  You’ve taken advantage of the IRS’ generosity allowing you to set aside funds each year and not include those funds in your taxable income.  You may even have been fortunate enough to earn an employer match on those funds and enjoyed watching your statements as the pot grew.  There may have been a time or two that you “lost” a little money but all in all you probably felt like a bandit with all this money stashed away without a tax bill at the end of the year.

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Customer Service - What do YOU expect?

May 5, 2017 10:12:50 AM / by Beth Boucher

The other day, a customer thanked me for being so kind on the phone. I thought that was odd. After all, it is my job to serve our customers. If I wasn’t kind to them, how would that be considered customer service? 

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