Rudy Rubio III, Registered Representative with Nylife Securities LLC

Home
United States
San Antonio, TX
Rudy Rubio III, Registered Representative with Nylife Securities LLC

Agent licensed to sell insurance through New York Life Insurance Company. San Antonio General Office
8000 W Interstate 10.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SPIC), A Licensed Insurance Agency and a New York Life Company. Ste. 800
San Antonio, TX 78230
210-342-7878

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/3WxvfZ9

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
https://bit.ly/4BtUrQd

10/20/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3U312jU

If it gets you thinking about your own plans, send me a message.

10/13/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

10/06/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4rBWfSO
If this sounds like you, or someone you know, send me a message and let's talk.

09/29/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

09/22/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/20/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

Address

8000 W Interstate 10. Ste. 800
San Antonio, TX
78230

Website

http://www.newyorklife.com/

Alerts

Be the first to know and let us send you an email when Rudy Rubio III, Registered Representative with Nylife Securities LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.