We aim to provide our clients with a high level of wealth management for each phase of their life. By combining the experience and skills of the Hensen Webb Group at RBC Wealth Management we deliver investment strategies to help achieve our clients’ goals. Our group will work in concert with your personal legal and tax advisors to assist in creating integrated strategies tailored to the goals and wishes of you and your family. The Hensen Webb Group focuses on your wealth so that you can spend your time on the things that matter most to you. It is our goal to help clients receive better outcomes for their goals and dreams.
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.
A diagnosis of dementia in you or a loved one can have a devastating impact on you—physically, emotionally and financially. View the video below to hear from children’s author Nancy Carlson on her family’s experiences and download The Financial Impact of Dementia today.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
Wondering what to do with excess 529 savings?
If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds for another child, niece/nephew or grandchild. Or see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact us to discuss your education savings options in more detail.
We send a market update weekly (generally on Monday). If you would like to be added to this free distribution please email firstname.lastname@example.org and request that you be added to the "Weekly Market Update."
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact us.
Learn more about the Hensen Webb Group.
November 4, 2017
Stay or roll? Understanding your retirement distribution options
Interest rates will … fluctuate; your investment strategy shouldn’t
October 20, 2017
What to Know About Social Security Filing Strategy Changes
October 30, 2017
Social Security: At a glance
Charitable Giving Benefits