Vice President - Branch Director
Your life insurance needs are a key component of your overall financial plan, and September is a great time to review your existing life insurance policies. It’s important to focus on how your coverage aligns with your financial plan, so you can confirm you have the right coverage and beneficiary designations to provide financial security for your loved ones.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.