RU Financial

“Our mission is to guide current and former college athletes in their quest to build lasting financial strength “

[Rutgers Football 🪓 @RFootball]

Isiah Pacheco becomes the first running back in NFL history to start and win two Super Bowl titles in his first two seasons!

[Harvard Football @HarvardFootball]

We are pleased to share that Andrew Aurich has been named The Thomas Stephenson Family Head Coach for Harvard Football!

🗞️: https://t.co/MBRwwaxQSv

#OneCrimson #GoCrimson

[Adam Weber @ACWEB33]

Excited to get to Work! #FIRE #FueltheFlame

[RU Financial @RUFinancial]

It’s a busy time for New Year’s Resolutions… maybe a new gym membership?! Make sure your financial goals are front of mind too!

[RU Financial @RUFinancial]

2024 is the Year of the Dragon, which in Chinese culture is believed to foster growth and progress. Let’s make sure your financial goals on track for just that.

[RU Financial @RUFinancial]

Happy New Year! Cheers to a 2024 filled with prosperity, peace, and joy!

[RU Financial @RUFinancial]

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.

[RU Financial @RUFinancial]

Wishing all who celebrate a bright and meaningful Kwanzaa!

[RU Financial @RUFinancial]

Merry Christmas! Wishing a merry and bright season to you and yours.

[RU Financial @RUFinancial]

The tax deferred nature of a qualified longevity annuity contract (QLAC) could help you delay required minimum distributions and the taxes that go with them. https://t.co/Wuw2qbN12b.

[RU Financial @RUFinancial]

Happy Holidays to all! No matter how you spend this holiday season, may it be filled with joy, health, and peace.

[RU Financial @RUFinancial]

Tax-deferral is a key strategy in retirement planning. Let’s see how it can benefit your portfolio. https://t.co/Lc8NEcuCp3.

[RU Financial @RUFinancial]

Do your clients know how their retirement assets are taxed? Run through these 5 tax tips with your clients and talk through techniques that could help stretch their money.

https://t.co/p3lrCyEpcS.

[RU Financial @RUFinancial]

Group Long Term Disability: Is it all you need?

GLTD coverage might seem like an adequate safety net, but did you know it may not cover many of your income protection needs? Which could leave you financially exposed during tough times. Let's explore how to help fill those gaps.

[RU Financial @RUFinancial]

6 in 10 Hispanic Americans have dependents under 18. Ready to create a more secure future for the whole family? Let’s connect.

Source: LIMRA, “Hispanic Americans: A Growing Population with an Increasing Need for Life Insurance,” 2022.

[RU Financial @RUFinancial]

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

[RU Financial @RUFinancial]

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

[RU Financial @RUFinancial]

A variable annuity can grow your savings based on market performance. Let’s talk about methods of keeping your retirement savings ahead of inflation. https://t.co/PcLV3IUX7t.