The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

Cheers for 2026! May it be a year of peace and prosperity!

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s crucial to know these figures. Let’s discuss how to maximize your contributions and help secure the financial future you desire.

The Social Security Administration announced a 2.8% COLA increase for 2026. Let’s connect as I can help you navigate this cost-of-living change to feel more secure about your future.

Keeping an eye on the cost-of-living (COLA) increase for 2026 is essential for your retirement planning and financial security. Learn more about this topic and how it may impact your future.

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals. Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=7c252820e7fb6359fe5c4d4ee4a9a860

It’s Winter Solstice! May you enjoy the first day of this new season and all the days ahead.

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.

A recent RBC Wealth Management survey found generations agree that family values are foundational financial values. For help beginning the conversations with your heirs for future alignment, message me today.