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

Wealth planning (4)

Thanksgiving table setting

The benefits of a financial chat over the holidays

 Oct 29, 2024 |RBC Wealth Management

As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.

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Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

 Jun 28, 2024 |Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

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Grandpa with grandkids

Important considerations for regularly reviewing your account beneficiaries

 Mar 06, 2020 |Courtney Mahoney

Beneficiaries tend to be something we set and forget when we open financial accounts. Regular review ensures alignment with your wishes and can assess tax efficiencies.

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Three mature women smiling and talking at a restaurant

How will the SECURE Act impact your retirement accounts?

 Feb 21, 2020 |Kerrigan Mahoney Group

The SECURE Act mandate that most non-spousal beneficiaries deplete an IRA within 10 years of inheriting could have a big impact.

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