In this week's post we'll discuss the importance of having products within your mix of your portfolio that you can count on when...
Tags: Annuities, Income Planning
You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work...
Tags: Retirement Planning, Annuities, Asset Protection Planning,
Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust...
Tags: Retirement Planning, Annuities, Estate Mangement Solutions,
If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement red...
Tags: Retirement Planning, Annuities, Estate Mangement Solutions,
The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers...
Tags: Retirement Planning, Annuities, Asset Protection Planning,
I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure....
Tags: Retirement Planning, Annuities, Estate Mangement Solutions,
Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the...
Tags: Retirement Planning, Annuities
June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June ...
Tags: Retirement Planning, Annuity, Annuities,
Let’s chat. Fill out the form below or request 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.
Rubino & Liang, LLC.
189 Wells Avenue, 3rd Floor
Newton, MA 02359
Phone: (617) 630-8787
Fax: (617) 630-8325
© 2022 Rubino & Liang. All Rights Reserved.
[ Privacy Policy ]This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.
Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.
The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Ryan Marston, John Conley or Rubino & Liang Wealth Partners, LLC is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/