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

John Conley

John Conley has been with Rubino & Liang since 1996. Before entering the financial industry, John served in the United Sates Marine Corps from 1990-1994 and achieved the rank of Corporal Non-Commissioned Officer. With almost 20 years of experience in the industry, John specializes in strategies to help meet the various needs of clients, such as retirement planning, asset accumulation, college funding and retirement income solutions. He is a Licensed Series 6, 63, 65 and Life advisor in MA, NH, RI, and FL. John is a resident of Canton. He and his wife, Suzanne, have four children. John enjoys coaching and attending his kids sporting events, volunteering in his community, golfing, and spending time with his family. John Conley is an Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA), 501 Baldwin Street Suite 203, Jenison, MI 49428 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.

Recent Posts

Six Action Items To Help You Prepare For A Solid Retirement

Feb 24, 2019 6:00:00 AM / by John Conley

You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work another ten years, or even one year, there are ways to start preparing immediately so that you can help your retirement years be worry-free. You worked hard to get there, but the “work” doesn’t end the day you clean out your office.

That nest egg you created needs to be cared for and looked after, and this may be the most important job of your life. Sounds scary, right? It doesn’t have to be! It all starts with planning and being prepared for what’s ahead, before you walk out that door and start permanent unemployment. Some of these steps may seem obvious, but you will be surprised how many people ignore this process, either out of fear or laziness. The truth is, it will require a bit of elbow grease on your part, but these are some of the steps needed in order to start cementing that rock-solid foundation upon which your retirement will live.

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4 Reasons to Own an Annuity

Sep 29, 2017 4:45:50 PM / by John Conley

Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make, and that was whether to an after tax lump sum, or the pay taxes and receive income for life. This got me thinking about the number of people who don’t understand exactly what an annuity is and how it can be beneficial to their lives when used in the following situations:

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