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"Two Rules:"

Rule # 1 – Just don’t lose the money, and
Rule #2 – Don’t forget Rule #1.

For over two decades, we have helped people protect their life’s work by following our “Two Rules.”

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Protecting Your Wealth Radio

Protecting Your Wealth is the Greater Boston area's leading radio talk show devoted entirely to the needs and challenges of retirees and those nearing retirement.

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Wealth Ladders®

Wealth Ladders is an approach for custom-tailoring a laddered Annuity strategy for a portion of your assets, to help strengthen your retirement security. It's a flexible solution that can help individuals who wish to avoid subjecting all of their savings to market risk.

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Free Seminars

Not all seminars are the same. Join us to learn how to manage your estate, protect it during your lifetime and leave it to your heirs. In everyday and simple language, Rich and Sam will show you how to utilize strategies that you can understand and use today.

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A Free Guide to Social Security

Learn how to get the most out of social security and incorporate that into your income during retirement. There is a lot more to it than checking off a box! For your free copy of “The Retirees Guide to Social Security” please fill out the form below:

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For over two decades, we have helped people protect their life’s work by following our “Two Rules:” Rule # 1 – Just don’t lose the money, and Rule #2 – Don’t forget Rule #1.

Our firm is equipped to deal with the myriad of challenges that today’s pre- and post-retirees face. In the past, estate planning meant something as simple as getting a new will.  Today, estate planning could be considered estate management. This could include anything from updating your old will to protecting your estate from estate taxes. It could also mean making sure you have enough money at retirement, or protecting your house from a nursing home disaster.

Our approach is simple: we offer real solutions to today’s problems. We are in the risk management, asset protection and predictable results business and not the “guessing” business. Establishing a realistic and predictable income distribution plan you will not outlive during your retirement years is a key element when putting together a total asset protection strategy. Our goal is to make sure you don’t outlive your money and that your assets (both money and real estate) are protected for both you and your family. In today’s challenging times, a “pension-like” guaranteed income stream is more important then ever.

Two Rules:” Rule # 1 – Just don’t lose the money, and Rule #2 – Don’t forget Rule #1.

We are not all things to all people, and we do not over promise and under deliver. If someone is looking for investment advice to double their money, they have come to the wrong place. On the other hand, if you want to protect your assets from nursing home attachment, we have strategies to help you accomplish that.

We pride ourselves on doing business the old-fashioned way. When you call our office during regular business hours, you will talk to a member of our staff and never a machine. Our staff is dedicated, knowledgeable and uniquely trained to assist our clients in all areas of asset protection planning. Many of them have been with Rubino & Liang, LLC for over fifteen years.

We are real people facing the same challenges as our clients. We have spouses, elderly parents, siblings, children and grandchildren. Our strategies work extremely well in any economic environment and we have used these strategies for our own families.

Upcoming Seminars

Not all seminars are the same. Join us to learn how to manage your estate, protect it during your lifetime and leave it to your heirs. In everyday and simple language, Rich and Sam will show you how to utilize strategies that you can understand and use today.

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Our Radio Show

Rubino & Liang, LLC. broadcast a popular weekly radio show called "Protecting Your Wealth." Each week we discuss issues and solutions to problems that affect people just like you.

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