Your source for valuable insights

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)

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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multigenerational family meal

Four ways to pass down your family home to your children

Nov 18, 2024 |RBC Wealth Management

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Elderly woman laughing with nurse

Plan ahead for potential long-term care expenses

Oct 28, 2024 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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cost of healthcare in retirement abstract

The real cost of health care in retirement

Oct 24, 2024 |RBC Wealth Management

Planning ahead can help take the sting out of future medical bills.

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Catch up to cybercrime

Oct 22, 2024 |RBC Wealth Management

Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.

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Do you know your options for taking required minimum distributions?

Oct 18, 2024 |RBC Wealth Management

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

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Nora Yousif looking at social security guide

Social Security and Divorce - CLICK TO WATCH

Oct 01, 2024 |Nora Yousif

Financial Advisor Nora Yousif CFP®, CDFA®, of Empower House Financial Group, shares surprising ways you may be able to maximize Social Security benefits when divorced.

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Young couple discussing finances with an advisor

Insurance coverage: Four life stages you need to prepare for

Sep 10, 2024 |RBC Wealth Management

Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?

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SS modified 1

Social Security and Spousal Benefits - CLICK TO WATCH

Aug 27, 2024 |Nora Yousif

Financial Advisor Nora Yousif CFP®, CDFA®, of Empower House Financial Group, talks about the benefits of marriage - the Social Security benefits, that is. Here's what you need to know about a Social Security spousal benefit.

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