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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning (10)

TYwo people discussing finances

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 11, 2023 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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How an ESG integrated portfolio can own oil, alcohol and tobacco

Nov 30, 2023 |RBC Wealth Management

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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Preparing for retirement: Strategies for safeguarding your portfolio against common risks

Nov 21, 2023 |RBC Wealth Management

Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.

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Investing in net-zero transition: What to know about this growing sector

Nov 16, 2023 |RBC Wealth Management

As companies strive toward net zero, responsible investing opportunities continue to increase.

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Keep your holiday shopping merry by warding off fraudsters

Nov 15, 2023 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for criminals.

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The cost of caregiving falls disproportionately on women

Nov 15, 2023 |RBC Wealth Management

When an Alzheimer’s diagnosis is made, women tend to be caregivers for the patients—often resulting in a financial setback for those females.

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Elderly mother and adult daughter discussing plans

Tips for helping your children buy a home without impacting your retirement

Nov 14, 2023 |RBC Wealth Management

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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Family members with disabilities need special planning

Nov 08, 2023 |RBC Wealth Management

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Nov 06, 2023 |RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

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Retirement planning at every age

Oct 26, 2023 |RBC Wealth Management

Follow these eight age-based retirement income planning guidelines and you'll be well on your way to the financially secure future you want.

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