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

Provide a larger after-tax inheritance to your loved ones

Aug 14, 2019 11:12:53 AM / by RL Wealth Partners

What do you do when you have enough retirement income but also extra pre-tax money growing on the sidelines?

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What happens to your Social Security benefit if you lose a spouse?

Aug 14, 2019 11:12:37 AM / by RL Wealth Partners

For many American retirees, Social Security is a valuable, and sometimes essential, part of their retirement income. But what happens to your Social Security benefit if you lose a spouse?

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4 Important things to keep in mind when planning for retirement

May 12, 2019 4:00:00 AM / by RL Wealth Partners

Do you have all the bases covered to pave the way for a happy and secure retirement, or does your plan have a big hole?

In this week's episode of Just Don't Lose The Money Radio, Sam covered four important things to keep in mind when planning for your retirement. Here's an overview of what was discussed:

1. Retirement Can Be A Long Time

2. Inflation Can Cut In To Your Buying Power

3. Market Volatility and Timing Your Withdrawals Wrong Could Effect Your Retirement Savings 

4. Having An Estate Plan Can Help Protect Your Loved Ones After You Pass On

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