More American women are retiring solo than ever before and redefining financial freedom on their own terms. Angie O’Leary provides insights on how to plan intentionally for a retirement than reflects your unique values, goals, lifestyle and legacy. Read the article to see what this transformative era means for the future of wealth management.
As women transition into the next phase of their lives, they may find that the wage gap throughout their career puts them behind their male counterparts. To lessen the gap, we’ve created tools and resources to help them prepare for retirement.
As we celebrate 250 years of American independence, it’s the perfect time to define what freedom means for your future. Your vision is completely unique to you—whether that means traveling without stress, taking a new career leap, or supporting the causes you care about most. We’ll help you build a clear plan to get there, with smart tools that let you track your progress in real-time.
Let’s turn your vision into action today.
As a registered investment adviser, we are held to a full federal fiduciary duty under the Investment Advisers Act of 1940.1,2
This means we are required to act in the best interest of our clients, putting their needs ahead of our own throughout our relationship.
Our fiduciary duty has two core components:
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Investing in the arts is investing in the heart of your community. RBC Wealth Management is proud to support Hennepin Arts in their mission to revitalize the historic Minneapolis Theater District, and we can help you align your wealth with your values to make a lasting impact.
Start making your impact today.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.
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.
The rise of the female economy is one of the most significant financial shifts of our time. In her latest Forbes article, our Head of Wealth Strategies Angie O'Leary explores how women across generations are redefining wealth. They’re building it with purpose, investing with intention and creating impact that lasts. Read the article to see what this transformative era means for the future of wealth management.
Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.
If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, depending on the year you were born you must take required minimum distributions (RMDs) to avoid tax penalties. Contact me today to learn more about your options.
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.
RBC Wealth Management provides extensive training and support to help protect our senior and vulnerable clients. This includes discussing incapacity and cognitive decline in our planning process and asking all clients to provide a trusted personal contact. We also collaborate with community groups and local law enforcement to raise awareness, and provide leadership to solve the growing problem of financial abuse and increasing prevalence of cognitive decline. To learn more about proactive measures tailored to your personal situation, contact me today.
Your needs for financial protection are an ever-changing story. Now is a great opportunity for us to discuss how we can strategize your wealth planning for today’s and future generations. Between life, long-term care, and disability insurance options, you have several ways to protect your legacy for your loved ones. Contact me today to review which insurance options are appropriate for you and your family.
Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.
You’ve built your wealth across different accounts, institutions and properties, but have you ever seen all of your assets in one place? Stay informed of your comprehensive net worth with the RBC Total Wealth feature inside your RBC Wealth Management Online (WMO) account. Log in at the top of the page then add your external accounts quickly and securely through the encrypted portal. Your total net worth with just a click—that’s the advantage of RBC Total Wealth.
Contact us to register & for more information.
Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management
Women and Wealth with Amy Stern and Vivian Frederick
Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management
RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.
> Review the checklist
Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact me today to discuss how I can be of service to you.
With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 612-371-2200, fielddigital@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.
