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    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.

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Blog

Mother and child working on a laptop together
Julian Rubinstein | Dec 4, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Julian Rubinstein | Nov 27, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Man reading newspaper next to laptop and phone
Julian Rubinstein | Nov 20, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
A teenager holding a yellow and blue longboard talking to her friend
Julian Rubinstein | Nov 13, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Julian Rubinstein | Nov 7, 2023

How does the economy look to you?

Investments
Interest
Inflation
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Julian Rubinstein | Nov 6, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Couple walking in a field with the ocean in the background
Julian Rubinstein | Oct 30, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Focused young woman shopping online on her laptop
Julian Rubinstein | Oct 23, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Set of keys beside miniature house
Julian Rubinstein | Oct 16, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
A couple working in their kitchen together
Julian Rubinstein | Oct 9, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Business page of a newspaper
Julian Rubinstein | Oct 2, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Hand holding a large bundle of balloons
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

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E | julian@americanasset.com

   

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