Milestones That Matter: When Life Gets Complex, Your Plan Should Too
For many high-achieving professionals, May isn’t a time to slow down—but it is a time of shifting perspective. The calendar is filled with life events—graduations, weddings, aging parents, and new relationships—that prompt reflection and quietly signal it’s time to revisit the bigger picture. At Rubach Wealth, we see these moments not just as milestones, but […]
My teen has her first job! How do I teach her how to save and invest her paycheck, while also enjoying having spending money!
Congrats to your teen on her first job! How did she react to her first encounter with the taxman? LOL! All joking aside, you have a golden opportunity to discuss money with her if you haven’t done so before. Every kid is different, so your conversation will likely need to be customized accordingly. Below is […]
Case study: How an initial conversation about philanthropy helped Lawrence and Allison create consensus in the family over their financial, estate and legacy plans
Lawrence and Allison, both their late 70s, approached Rubach Wealth to talk about philanthropy. The couple retired about 15 years ago from successful careers in the engineering and pharmaceutical industries and had accumulated significant assets over the years. Now they wanted to give back. While it was great to see their new clients being […]
Case study: Divorced and still supporting her adult children, will this lawyer have enough to retire?
Julianna is a 58-year-old partner at a prestigious law firm whose legal practice is structured within an individual professional corporation. She works hard, putting in between 80 to 90 hours a week. Juliana is recently divorced and feels some guilt for prioritizing her career as her three kids were growing up. As a result, she […]
Case study: A tale of two brothers and one family cottage
Case study: A tale of two brothers and one family cottage
Case study: An entrepreneur selling a very successful business that his four sons thought would be passed on to them (somehow)
Case study: An entrepreneur selling a very successful business that his four sons thought would be passed on to them (somehow)
Love and marriage – and money: Five pearls of wisdom for couples
Love and marriage – and money: Five pearls of wisdom for couples
Caught in the middle? Six things to know if you’re among the Sandwich Generation
Caught in the middle? Six things to know if you’re among the Sandwich Generation
A plan within a plan within a plan: Why your tax, estate and financial plans should work together
A plan within a plan within a plan: Why your tax, estate and financial plans should work together