Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Wealth planning (10)

Insights into responsible investing newsletter

Three key ESG investing takeaways from 2020 thus far

Nov 20, 2020 |RBC Wealth Management

Check out the latest information on responsible investing in our new Insights into responsible investing newsletter.

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Five tips to help women start their own business

Nov 17, 2020 |RBC Wealth Management

Do you dream of owning your own business, but wonder how to get started? Learn how to fine-tune your business plan, secure financing, and ways to build a prosperous future.

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Elderly woman laughing with nurse in page.

Plan ahead for potential long-term care expenses

Nov 13, 2020 |RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

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Veterans: Tactical tips for financial security in military retirement

Nov 11, 2020 |RBC Wealth Management

The pillars of financial security are just as necessary for members of the military as for civilians.

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Leaving a charitable legacy with donor advised funds

Oct 22, 2020 |RBC Wealth Management

The donor-advised fund is rising in popularity. Why? Because it’s an easy and affordable way to fund charitable giving for the future.

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The cost of caregiving falls disproportionately on women

Oct 09, 2020 |RBC Wealth Management

Only 47 percent of female caregivers feel very confident about their financial circumstances. Learn why it is important to have a financial plan in place.

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Senior woman receiving financial help from her granddaughter

Managing the financial risks of dementia and cognitive decline

Oct 09, 2020 |RBC Wealth Management

Financial mistakes are among the initial indications of dementia. Learn how financial advisors can play a role to help identify some early warning signs.

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The impact of cognitive decline on the Sandwich Generation

Oct 09, 2020 |RBC Wealth Management

The magnitude of caregiving can be greater than the cost of paying for college, but families rarely plan ahead for long-term care.

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100 years later: Economic gains and unfinished business of the 19th Amendment

Aug 17, 2020 |RBC Wealth Management

Women today have obtained more education, elevated careers, higher wages and greater personal wealth than their mothers and grandmothers before them.

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Business owners in times of crisis: How women can chart new careers

Aug 12, 2020 |RBC Wealth Management

Three female entrepreneurs who saw opportunity in inopportune times were rewarded for the risks they took.

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