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)

Woman writing Christmas cards

Want to make financial gifts to family or charity? Here’s how

Dec 15, 2022 |RBC Wealth Management

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.

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Young business woman giving a presentation

How can I make a charitable impact and preserve my wealth?

Dec 14, 2022 |RBC Wealth Management

Women are increasingly becoming stewards of personal and family wealth. How are they making a charitable impact while still preserving their wealth for the future?

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$2.9 billion exploitation infographic

Financial elder abuse: Safeguarding senior and vulnerable clients

Dec 09, 2022 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Insights into responsible investing - issue 9 cover

Using your family legacy to make a difference

Nov 16, 2022 |RBC Wealth Management

Giving money to charity; supporting causes you care about; making a positive name for your family in the community—there’s a lot of work that goes into developing a solid philanthropic giving plan, especially if the plan concerns your entire family.

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Woman looking at charity website on computer

Making an impact: How to put your charity dollars to work

Nov 08, 2022 |RBC Wealth Management

Learn how to use a donor-advised fund to make a positive impact with your philanthropic giving.

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How donor - advised funds work - make a donation, support your favorite charities and grow the balance

Leaving a charitable legacy with donor advised funds

Nov 08, 2022 |RBC Wealth Management

Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?

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Beach House sign hanging on front door

Thinking about heading south for the winter? Tips for potential snowbirds

Nov 01, 2022 |RBC Wealth Management

Being a snowbird can have a positive impact on your quality of life, but there are numerous social, medical and financial implications to consider.

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Senior man with female doctor looking at tablet

Medicare: The ABCs (and Ds) of health insurance

Oct 31, 2022 |RBC Wealth Management

It's easy to think of Medicare as a single program that automatically activates at age 65, but it's not that simple. Here are some things to consider.

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Abstract image of medicine

The real cost of health care in retirement

Oct 25, 2022 |RBC Wealth Management

Health care is a difficult conversation, but planning now can help take the sting out of medical bills.

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In the past 5 years phishing became the top cybercrime investigated by the FBI according to AARP based on FBI reporting. (Illustration of desk computer and light)

Cybersecurity: How to protect yourself and your money

Oct 25, 2022 |RBC Wealth Management

Don’t join the FBI statistics for cybercrime! Use these cybersecurity tips to help protect yourself and your money.

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