Money Matters: April
Rubach Wealth: Holistic Family Advisors?
Get Your House in Order
Spring has sprung and we've been enjoying the April showers knowing that May flowers (and good golf greens) are on the way!
Recently, our content talked about "firsts". First jobs, graduation, marriage...?Sometimes we get so caught up in the excitement that we forget to stop and have the much needed (tough) conversations. It's hard, we know. Our goal was to remind you to keep the positive momentum building by ensuring you are making informed decisions.
This case study outlines a professional couple with a seriously ill child which has resulted in destabilized finances and a hectic schedule. When life gets chaotic, finances typically follow. It was an honour to work with this family and support them the best way we know how.
In May we carry on that discussion and address changes you and your family might be going through, and different ways to navigate them. I believe that sharing your story with your family is a first step in creating change. Getting started may feel scary, we can help you. Then it becomes second nature! Finally, if you are a professional woman in business or law considering retirement, I invite you to our upcoming event "Establishing the Building Blocks for Retirement" on May 22nd, 2024. Refer to the invitation below for further information, and as always,?feel free to contact me if you have any queries
Have a happy spring,
E
Case study: This doctor worked hard, invested wisely – then lost it all when her husband raided their accounts
Leslie was in a panic when she first came to Rubach Wealth. Her husband of almost 20 years had left her and their three children, but not before almost emptying their accounts, which had grown primarily with Leslie’s income as a pediatrician. On top of that, Leslie learned that her ex had also borrowed through their line of credit and maxed out a couple of credit cards. Here’s what Rubach Wealth did for her:
The Three Recipients of Your Wealth: Family, Tax man, or Charity
As we build our wealth and financial security, it’s essential to consider the ultimate destination of our hard-earned assets. When it comes to distributing our wealth, there are typically three major contenders: our beloved family members, the ever-present tax man, and the noble causes supported by charitable organizations. In this blog post, we will explore the considerations and potential impact of each recipient, helping you make informed decisions about the legacy you leave behind.
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If your children are unfamiliar with your success story, then they’re missing out on the opportunity to connect more deeply with their family history and legacy.
In this article, Elke talks about the importance of sharing your saga of success and wealth building in her latest editorial for Canadian Family Offices.
Because it’s time to normalize the money conversation, starting with your story.
You're Invited!
You know how much money you have, but do you know how much money you need?? You have been working hard and have accumulated wealth, but are you clear on all of the elements that impact your financial plan?? Our goal is to highlight potential challenges and offer solutions to ensure a happy, calm, and abundant retirement. Seating is limited.?
Please confirm your attendance by May 16th at: [email protected]