Financial & Insurance Resources

Better decisions start with knowledge and clarity

It is important to provide our clients with relevant information that will enable them to make smart decisions. 

The resources on this page are part of our effort to keep you informed and engaged in issues related to your financial well-being.

RUBACH WEALTH FINANCIAL BLOG

Insights and ideas from the Rubach Wealth team. 

What’s your Family Financial Philosophy?

April 2, 2018

Some of the most important events and decisions in life can be incredibly joyful and terrifying at the same time, such as having a child, buying a home and starting a business. Deciding how to use your wealth to build a legacy – both during and beyond your lifetime – often falls into this category […]

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Asking the big questions to focus on the big picture

January 23, 2018

  A new year has begun, and just like every year, 2018 will have its share of ups, downs and surprises. When it comes to managing your wealth, the focus is often on long-term planning to protect against short-term blips and keep you moving forward toward your goal. But what is your goal? Is it […]

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Read Past Posts

At Rubach Wealth, we are passionate about helping our clients build, protect and enjoy their wealth.

We believe that this entails not only developing sound financial and insurance strategies for our clients, but also sharing our knowledge with a wider audience to help others gain clarity regarding their financial future.

Rubach Wealth principal Elke Rubach is available for speaking engagements such as panel discussions, presentations and expert roundtables. Drawing on her professional background as both an insurance and financial planner and a corporate lawyer, Elke brings fresh perspectives and deep expertise to discussions involving the following topics:

Philanthropy & Legacy:

– Women’s philanthropy and legacies
– Legacy building
– Planned giving for maximum impact

Optimizing Businesses:

– Business succession planning
– Professional corporations and insurance
– Executive benefits

Strategic Financial Planning:

– Using insurance as an alternate, tax-efficient investment vehicle
– Financial planning for executives
– Disability insurance top-ups
– Understanding your group coverage to make informed decisions
– Retirement planning

If you are interested in having Elke speak at your event or present to members of your organization, please contact us.

Contact Us

july, 2018

No Events

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