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If you've been around for a while, you may know that I often talk about my mother, Hala. That's because at a very young age, she helped me realize that women are limitless. She left a war-torn country and arrived in the US with nothing. She built a thriving business from scratch and raised my brother and I on her own. My mother inspired me to create the Empow(Her) House segment of my practice (https://us.rbcwealthmanagement.com/empowerhousefinancial/empowher-for-women), where I focus on the financial empowerment of women, helping them to create a legacy of wealth for themselves and the next generation. In addition to all of that, she is a trusted advisor, best friend, and one of the most hilarious people I have ever met. Here's a picture of her and her loving hubby on Thanksgiving in Plymouth, dressed as Pilgrims... of course. :) Happy belated Mother's Day to all of the special women out there who have made a lasting difference in their child's life. #mothersday #financialempowerment #momsrule
Ever wish money came with instructions? It does now, and last week I was very happy to share it with nearly 100 employees at Brookline Bank. One of my most popular talks, "Health of Your Wealth," is a dynamic walk through each decade of financial life. Whether you are in your 20s or 60s (or anywhere in between), it's got something for everyone, including: - What to consider when buying a home. - Being a college-savvy parent. - Helping to protect your family's financial well-being. - Navigating money in relationships: What to do before saying "I do." - Checking your course toward retirement: Accessible tools to use. - Maximizing Social Security: Why women can strategize the most and what just changed if you have a pension. - Avoiding investing pitfalls in today's shifting economy: The 3 lenses I look at are diversification, risk, and cost. Special thank you to my dear friend and rockstar in the banking world, Kelly Bressette, for inviting me in - she's the Executive VP and Director of Operations at Brookline Bancorp. If your workplace could benefit from a session like this, reach out. Until then, what would be in your money playbook? #FinancialWellness #MoneyTips #RetirementPlanning
If you are in the business of helping people get their estate in order, then get your notepad ready because I've got an event you may want to know about! Join me at the Boston Estate Planning Council on October 29th 11AM-1PM. We will be drinking from the firehose as I review the various financial topics you will invariably bump into when planning for clients' futures. We will cover a lot including: -Advanced strategies to optimize Social Security monthly benefits -Finances for aging parents (or elderly clients) -Effective preparation for emergencies -Investment strategies in light of varying interest rates -Effective strategies to pay for long-term care The session will end with a Q&A, so bring your questions! No pleading the 5th will be allowed. :) DM me for details. Hope to see you there. #estateplanning #investing #longtermcare