Jayson Kaus, CFP®, CPFA®
Senior Vice President - Financial Advisor - Senior Portfolio Manager
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Most New Year's resolutions don't make it past February, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.
Read MoreRomance scams are getting smarter — and harder to spot
Love is a battlefield! Romance scams are evolving, and they're getting harder to spot. Charles Laugen, Senior Manager of Client Risk Prevention at RBC Wealth Management, breaks down how fraudsters now use AI-powered impersonation, stolen identities, and emotional manipulation to target vulnerable people. Key red flags: - They move too fast emotionally - They avoid meeting or video chatting - They ask for money or personal info Know the warning signs: https://www.consumeraffairs.com/news/romance-scams-are-getting-smarter-and-harder-to-spot-012926.html #FraudPrevention #CyberSecurity #ConsumerProtection
Read MoreThe majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.