After 34 years of living with us, Scott is getting ready to take a huge step and move into The IDDEAL Place this October.
We are excited, nervous, scared, and incredibly proud all at once. Most of all, we are proud of Scott for wanting to take this step toward a new chapter of independence.
A heartfelt thank you to The IDDEAL Foundation, Nancy Pulte Rickard, and the Pulte Family Charitable Foundation for stepping up in such a meaningful way to help make this beautiful facility possible.
WPTV recently shared a story about The IDDEAL Place, including a video interview featuring Bob and Scott. You can read the article and watch the story here:
https://t.co/k1CcVdn41D
We cannot wait to celebrate Scott’s new home with everyone at a housewarming party soon. And yes, he still loves Starbucks. ;)
Trump Accounts are officially here, and they may be worth a closer look for parents and grandparents.
These new accounts are designed to help children start investing early, giving their money more time to grow through the power of long-term compounding. For families who want to give their kids or grandkids a stronger financial foundation, this could be a meaningful opportunity to explore.
Interested in setting one up for your child or grandchild? Schedule a call with Bob today to learn more: https://t.co/7T4u6Wt5jf
#TrumpAccounts #FinancialPlanning #InvestingForKids #Grandparents #LegacyPlanning #CompoundGrowth #RubinWealthAdvisors
As we celebrate America’s 250th birthday, we are reminded of how remarkable this country truly is.
For generations, America has stood for freedom, opportunity, and prosperity. This Fourth of July, we are grateful for the values that built this nation, the people who protect them, and the responsibility we share in preserving them for the future.
Wishing you and your family a safe, meaningful, and patriotic Independence Day from all of us at Rubin Wealth Advisors.
#FourthOfJuly #IndependenceDay #America250 #RubinWealthAdvisors #FinancialPlanning #ConservativeValues
Good planning helps create more freedom, flexibility, and peace of mind to enjoy the moments that matter most.
Schedule a call with Bob to start planning with more confidence for the second half of the year: https://t.co/aPpTULzOqa
Can you really picture the difference between one million, one billion, and one trillion dollars?
This Wall Street Journal article makes those huge numbers easier to understand and shows why perspective matters when talking about markets, valuations, and financial planning.
Take a look here: https://t.co/bCBIhUnt7k
A few smart moves can make a real difference. When it comes to taxes, the right strategy can help you keep more of what you earn. https://t.co/aPpTULzgAC
Washington’s debt problem is bigger than politics.
In his latest Townhall article, Bob Rubin explains why investors should be paying attention to rising federal debt and what it could mean for their financial future.
Read the full article here: https://t.co/rngku7wIRi
Tax breaks are just one part of a larger strategy. Coordinating decisions across your portfolio can help improve tax efficiency over time. See how a more proactive approach comes together on our tax planning page. https://t.co/NsPQVyhlUr
New tax law changes have created opportunities that could impact your upcoming return. Now is the time to understand what’s available and how it applies to you. Explore your options and learn more on our tax planning page. https://t.co/NsPQVyhlUr
Last week, Bob had the opportunity to attend a book signing lunch with Sean Spicer, the 30th White House Press Secretary under President Donald Trump.
It was a great experience getting to meet Sean, hear from him firsthand, and have his book personally signed.
This Memorial Day, we pause to honor the brave men and women who gave their lives in service to our country.
Their sacrifice reminds us that freedom is not free, and that the blessings we enjoy as Americans were protected by generations of courage, duty, and devotion.
From all of us at Rubin Wealth Advisors, we remember, we honor, and we give thanks.
Everyone wants in on SpaceX… but does jumping in on day one actually make sense? 🚀
Short-term hype vs. long-term opportunity is where smart investing decisions are made. Watch the video, then schedule a call with Bob to discuss your investment strategy: https://t.co/7T4u6Wt5jf
#SpaceX #InvestmentStrategy #elonmusknews #IPOInvesting #MarketInsights
Inflation may be slowing on paper, but many Americans are still feeling the impact.
Schedule a call with Bob to discuss how inflation could impact your financial strategy: https://t.co/aPpTULzgAC
Private equity. Private credit. Private markets. Big promises, but not always big results. Make sure you know what you're getting yourself into by working with someone who's experienced. Give us a call today: https://t.co/aPpTULzgAC
#InvestmentStrategy#FinancialFreedom
Sitting in cash feels safe…but is it actually helping you?
There may be more efficient ways to put your money to work. Find out what you might be missing by scheduling a call with Bob today: https://t.co/aPpTULzgAC