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The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.
My clients love looking at their RBC WealthPlan—especially when markets are volatile—to see how their big financial picture is tracking to meet their goals. Ask me about WealthPlan today.
Your cash can work for you. Earn up to 5.39% APY with qualifying cash held in your eligible RBC Wealth Management account. Contact me today to learn more. Terms and conditions: https://www.rbcwealthmanagement.com/en-us/solutions/cash-management