Skip to main content
menu
  • Home
  • About
    • About Us
    • Who We Are
    • Our Difference
    • Our Process
    • Who We Serve
  • Our Portfolio
    • Investment Philosophy
    • Structured Notes
    • Frequently Asked Questions
    • Disclosure
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Tax Planning
  • Resources
    • Financial Calculators
    • Useful Links
  • Podcast
  • Blog
  • Client Login
  • Call Today
  • Sunset at the clearwater beach in venice, florida

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Julian Rubinstein | Sep 25, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Julian Rubinstein | Sep 18, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Julian Rubinstein | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Julian Rubinstein | Sep 4, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Julian Rubinstein | Aug 28, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best
Read More
Julian Rubinstein | Aug 21, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
Julian Rubinstein | Aug 14, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Julian Rubinstein | Aug 7, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Julian Rubinstein | Jul 31, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Julian Rubinstein | Jul 24, 2023

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More
Julian Rubinstein | Jul 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Julian Rubinstein | Jul 10, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Office

225 NE Mizner Blvd
Suite 540
Boca Raton, FL 33432

Contact Info

P | 561-955-8500
C | 561-654-6010
F | 561-516-8125
E | julian@americanasset.com

   

Get in Touch

CAPTCHA

Form CRS

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2023 American Asset Management, Inc. All rights reserved.