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Have you heard? Spending time with pets can reduce stress and anxiety! This month, cuddle your furry friend for a natural mood boost. #MentalHealthAwarenessMonth #SelfCare
3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance
Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/
Read MoreWant to make learning about finances fun? Reach out to me today for our financial literacy worksheet “Just for kids: seven fun ways to learn about money.”
Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.
Congratulations to Nicole Dunham, Managing Director and Deputy Head of U.S. Wealth Management Fixed Income, for being named to Twin Cities Business magazine's list of 2024 Notable Women in Banking and Finance! https://tcbmag.com/notable_category/2024-notable-women-in-banking-and-finance/
The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf