Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
See footer below for group’s social profiles >
A big thank you to our summer intern, Matt, as he heads back to Stonehill College. We've enjoyed having him on our team this summer and can't wait to see all the amazing things he'll do next. On the subject of heading back to school, college savings plans are a great way to fund education related expenses. They can even be specifically great for grandparents to gift into, if they're seeking to reduce their taxable estate. Be in touch for best practices relating to college savings strategies. #CollegeSavings #SmartMoneyMoves #BacktoSchool
I'm excited to be back keynoting the Boston Women's Leadership Summit for over 400 attendees on September 9th at 1 PM for a session called "How to Empow(Her) Your Finances and Future." Financial empowerment isn't just a goal - it's a skillset every woman needs. That is why I founded the EmpowHER segment of my business: https://us.rbcwealthmanagement.com/empowerhousefinancial/empowher-for-women. On the 9th, we'll dig into strategies to help you take charge of your financial future, including: - Calculating your number to save each month - The different retirement vehicles and when to use each - Investing best practices - Negotiating for more pay - College savings strategies - Planning for aging parents - Helping to optimize your future Social Security benefit Join me in making money confidence the new normal for women. If you'll be there, I can't wait to see you. If not, I'm an email away to talk about your own plan: nora.yousif@rbc.com. #HerMoneyHerPower #WomenAndWealth #WealthPlanning
Join us for a "Key Financial Strategies During and after Divorce" webinar August 27th from 6-7:30 PM. This will be a confidential event hosted by Vesta's Boston Hub, designed to help you navigate your financial life with confidence. We'll cover: - How to build a savings plan & budget for your new life - Key documents to gather & when to update beneficiaries - The QDRO process - when it's needed & how it works - Strategies to help maximize your settlement - Steps to plan for long-term financial stability Whether you are a personal finance pro or a complete novice, we'll give you practical guidance on managing the financial side of divorce and planning for a stronger future. Email me at nora.yousif@rbc.com to reserve your spot and submit your questions for our live Q&A. #DivorceFinance #WealthPlanning #KnowledgeIsPower