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Last week, I joined the Chamber of Commerce Fall Kickoff event to chat with local business owners and professionals about growing their personal wealth while growing their businesses and planning for the future. I covered a range of important topics for business owners and individuals alike, including: -Ideal retirement plan options for business owners and how you know the time is right to retire -Diversification and investing wisely (no all-eggs-in-one-basket approach here!) -College planning -Social Security basics and ways to optimize benefits, especially if widowed -How today's interest rate environment impacts investments and planning decisions Helping business owners make informed, smart financial choices is one of my favorite parts of what i do. How about you? What's the biggest wealth planning question on your mind right now? #WealthPlanning #BusinessOwners #RetirementPlanning
Divorce brings on a wide range of emotions: grief, stress, uncertainty about the future. It also brings the potential for deep healing and individual growth. Join us November 20th from 6:30 - 8 PM for a confidential online event hosted by Vesta's Boston Hub, focused on helping you cope with the emotional stressors of separation and divorce. We'll cover: - Making financial decisions amidst emotions - Common financial and nonfinancial impulses to avoid - The grief process of separation and divorce - The importance of mindset - Coping strategies to manage emotions No matter what stage of divorce you're in, this session can help you move forward with greater confidence and a renewed sense of direction. Email me at nora.yousif@rbc.com to reserve your spot. Bring your questions to the event for our live Q&A! #DivorceSupport #CopingWithDivorce #NewBeginnings
We're thrilled to announce the newest member of our growing Empower House Team, Bre Simard. Bre is a Client Associate who has been committed to delivering exceptional service in the banking world and is ready to pursue her goals of doing the same in wealth management. Her dedication to providing unparalleled client service was obvious from the moment we met in her first interview. Bre, we couldn't be more excited to welcome you to the team and watch you flourish! #WelcomeToTheTeam #WealthManagement #WhiteGloveEnergy