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As we're all getting ready for our July 4th cookouts, I can't help but sit here thinking about another kind of celebration - YOUR Financial Independence Day! Retirement might not come with fireworks, but it should come with confidence, clarity, and the freedom to live life on your terms. That's why it's so important to have the right team in place, doing regular financial checkups, ensuring you have enough, guiding you through Social Security and Medicare decisions, and adjusting strategies in real time - so you can celebrate your big moment exactly how and when you're hoping to. If you're not sure where you stand, or just want to make sure you're still on track, email me at nora.yousif@rbc.com - but not till later if you are the grill master. Nobody likes a charred burger! #RetirementPlanning #WealthStrategy #FireworksandFinances
Divorce is hard enough - don't let hidden assets make it harder. Join us on June 25th from 6-7:30 PM for a confidential online event hosted by Vesta's Boston Hub, designed to empower you with key financial insight during divorce. What to Expect: - How hidden assets & income are concealed - and uncovered - Real-world strategies using forensic accounting & business valuation - Guidance from professionals in Divorce Law and Finance - Tools to build a strong team and negotiate from a position of knowledge Whether it's cash, investments, or alternative investments, if it's part of the marital pot, it counts. We'll show you how to find it. Email me at nora.yousif@rbc.com to reserve your spot and submit your questions for our live Q&A! #HiddenAssets #DivorceFinance #KnowledgeIsPower
We held our first annual Pickleball Client Appreciation Tournament at the new LTP Pickleball last month and it was a smashing success! From first-timers learning the ropes with on-site coaches, to seasoned pros showing off their skills (and even teaching us a few moves!), the courts were buzzing with energy all night long. Simultaneously, as a bonus, we supported a new local business that was started by 3 empty nester moms. We wrapped things up with refreshments by the Kitchen and crowned two of our awesome clients as our first RBC Pickleball Champs - congrats again! Swag included shirts that said "If you can't take the heat, stay out of the Kitchen!" Huge thanks to everyone who came out. Whether you came for the competition or just to connect, it was a joy celebrating with you. Until next time! #ClientAppreciation #PickleballParty #GameSetMatch