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March financial boost: Supercharge your IRA contributions with the latest contribution limits. Time is money and this month brings unique catch-up opportunities for people age 50 and older. Your future self will appreciate the extra effort. Message me to learn more. https://docs.rbcwealthmanagement.com/us/21285-new-in-2024-secure-2.0.pdf
Trump to Tariffs: How Retirees Can Manage Market Turmoil
Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement
Read MoreDid you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.
Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Contact me today to learn about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg
Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf
Did you know that romance scams affect everyone? Contrary to some stereotypes, romance scams target a wide variety of individuals, and no one is immune to being a potential target. Message me for resources to stay informed.