Empower House Financial Group

Who we are

Every client is more than just a financial client. We help maximize your financial life, and we also help you with the rest of your life, giving you tools that empower your world, through educational seminars and resources that reach far beyond your finances. From helping couples face college costs and caring for aging parents, to guiding you through career transitions, loss of a spouse, retirement, Social Security and Medicare, divorce, and the unique financial needs of women, we have the experience and perspective to create a wealth plan with smart investment strategies that are exactly right for you. See, we’re a family of three generations, who has been successfully managing people’s money for the past 60 years, so we know a few things about finances, and about life. We understand that life can be unexpected and unexpectedly beautiful all at the same time. This helps us not only bring you the financial expertise to make the most of how you’re living today, but also how you want to be living tomorrow.

What makes us different is what makes us better:

Perspective We’re a three-generation family team, providing you with continuity, and a seasoned perspective.
Reputation We’ve been part of the community since the 1950’s, committed to offering you stellar service and creating a reputation we’re proud of.
Experience As one of the larger practices in the area, we frequently work with individuals and extended families, giving us the kind of experience that will help us successfully work with your family, whatever its dynamics and goals.
Expertise & Education Because we stay on top of industry headlines and trends and know how to simplify complex financial information for our clients, our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ news radio, 106.7FM, CNBC, Forbes and Yahoo! Finance.
Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
Service Our team members going to work for you are top notch. Nora has been selected as a Top 40 Under 40 Professional by the Boston Business Journal and Investment News. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.

The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to www.SHOOKresearch.com.

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Important information

April 15, 2024

Market week
April 15, 2024

RBC cash plus

Social Media

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Let’s talk about Social Security! I promise, you want to listen up. Did you know the maximum benefit a 70 year old is collecting this year is nearly $4900/month? Over 20 years, that adds up to $1.2 million! That ain’t peanuts, but it does require proper planning. When it comes to Social Security, one wrong move can cut that sum in half. This is why our next Power Hour is all about Social Security. I’ll explain how to maximize your benefit, explain how Social Security works if you’re working, married, divorced, widowed, or collecting a pension. Then, we’ll walk through Medicare steps to take and explain how to sift through the extensive (and often overwhelming) options. RSVP DETAILS: Social Security & Medicare – All you need to know. April 23rd at 5:30pm via Zoom RSVP by emailing becky.vilk@rbc.com PS: Check out our other upcoming educational events here: https://us.rbcwealthmanagement.com/empowerhousefinancial/seminars-and-events #socialsecurity #medicare #financialeducation #peanuts

Did you see the eclipse this week? We sure did. It was the first chance in 44 years to see an eclipse like that one and we knew we couldn't miss it! Just like we know you shouldn't miss out on the 22-year highs we are seeing in interest rates right now. If you didn't watch our 1 min Empower House video on how to make your money work for you, check it out today before this opportunity passes you by. Here's the video and vlog: https://us.rbcwealthmanagement.com/empowerhousefinancial/blog/4989795-Cash-Throwdown-Challenge #eclipse #cash #invest #22 #totaleclipseoftheheart

It was a pleasure presenting for Mass General Hospital and Brigham & Women’s physicians about how to transition into retirement amidst change and tumult. This topic is so important in 2024. It’s an election year, we have multiple wars raging across the globe and closer to home, there have been changes in Massachusetts laws that you need to know about including adjustments to estate tax law in MA, the addition of the Massachusetts Millionaire Tax, as well as the changes that came with the Secure Act 2.0. All of this may scare you into putting money under your mattress but I am here to say, don’t do it! Instead, it is time to learn how to strategically invest during change as there are patterns during times like these. For example, war creates devastating humanitarian impact with long term implications, yet typically has only a short-term effect on markets. And investing during an election year is unique as well. (This will be the subject of my next 1-minute Empower House educational video coming out soon - be on the lookout!) If you’re a physician, there are additional considerations to know about. Message me for a link to the recording and of course, I am always here to chat about your personal plan and how together we can ensure you are ready for whatever changes may come. #doctor #physician #retirement #retirementplanning #change

Powering your finances, family, and future

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Who we are

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We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

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Age-based guidelines for retirement income planning

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