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
    • 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

A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
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
Man sitting on bench in park
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
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
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
Two people at work high fiving at a desk
Julian Rubinstein | Jul 3, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Julian Rubinstein | Jun 26, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Two elderly people sitting on a bench looking at the sea
Julian Rubinstein | Jun 19, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
A row of houses along a canal
Julian Rubinstein | Jun 12, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
A man sitting on a bench watching a plane take off
Julian Rubinstein | Jun 5, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Close up portrait of child giving two thumbs up
Julian Rubinstein | May 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Hand holding a bill with a red "Past Due" stamp on it
Julian Rubinstein | May 22, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Parent reading a book to their newborn child
Julian Rubinstein | May 15, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Man sitting on a park bench and working on a laptop
Julian Rubinstein | May 8, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Office

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

Contact Info

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

   

Get in Touch

Form CRS  Privacy Policy  SMS Privacy Policy

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.

© 2025 American Asset Management, Inc. All rights reserved.