Maybe you didn’t have any money at Silicone Valley Bank, but you wonder if this is just the first domino to fall. Are we headed for another banking crisis like 2008? What can we learn from this?

We found a study that said 1-in-3 people that work with a financial advisor don’t come away with a financial plan. That is not the case at Rubino and Liang Wealth Partners. We break down all the aspects of what you get with our complimentary 365 Retirement Plan.

If you are near retirement and losing money in your 401(k), you have options to take this money into your control with more choices. Peeling money off your nest egg as you need it really isn’t a retirement income plan. Interest rates continue to rise. The stock market hates it, but it brings a huge opportunity for retirement savers. When you call for a 365 Retirement Plan, what do you get?

The closer you get to retirement, the more you think about protecting that money you’ve worked so hard to save. In the same way you look to your advisor to move your money for growth, you should also expect them to move your money for protection. We call it Protection Rotation.

Market Predictions: Should we take them seriously? They changed the rules for retirement planning. AGAIN! Envisioning your retirement. Planning around a huge tax bill on inheritance. Wisdom from Warren. Learning from the retirees’ list of “Things I could have done better.”

You can’t control the ups and downs of the market, but you can control how much you have invested in that market and how you have your money placed outside the market.

The real market pain may still be ahead. Do you know what you’re paying to have that 401(k)? A new way to deal with the high cost of Long-Term Care. Being tax smart if an inheritance comes your way. How to be fair to your children while estate planning.

The longer you push off Social Security, the bigger your check. Yet over 90% of people file before the age of 70. How do you know what’s right for you?

Does your retirement money match up with your tolerance for risk? Cash isn’t trash anymore. When your advisor doesn’t seem to be listening. Target Date Funds:

Is there a better choice in your 401(k)? Making a wise decision on Social Security.