Your source for valuable insights

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.

Nurse sitting with a client

Plan ahead for potential long-term care expenses

Oct 29, 2025 |RBC Wealth Management

The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.

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Hand holding a pen and typing in numbers into a calculator

Explore the benefits of a Health Savings Account

Oct 28, 2025 |RBC Wealth Management

HSAs are powerful tools to save for future health care expenses, and they come with a rare triple tax advantage.

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Thanksgiving table setting

The benefits of a financial chat over the holidays

Oct 24, 2025 |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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Heather and Max OSU

Consider a 529 College Savings Plan

Oct 23, 2025 |Heather Krause

Learn about 529 College Savings Plans

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holding hands

Estate Planning Basics

Oct 23, 2025 |Heather Krause, AIF®

Estate planning is an important part of your overall financial plan. Learn about some of these Estate Planning tools you should consider as part of your overall plan.

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Heather Krause and Pat Thorpe

The new normal

Oct 23, 2025 |Heather Krause

Our own Heather Krause’s take on the ‘New Normal’

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Family beach walk

Let’s talk about long term care in your financial plan

Oct 23, 2025 |Heather Krause

June is Alzheimer's & Brain Awareness Month. It’s time to start thinking about Long Term Care as part of your financial plan.

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College Engineering Students in lab

With Back to School behind us, have you started to plan for your child’s college fund?

Oct 23, 2025 |Heather Krause

Funding a college education shouldn’t be a burden. Here’s how families can work together to meet their financial goals.

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Things to consider with your RSUs

Oct 23, 2025 |Heather Krause

Learn about ways to leverage company stock and avoiding its pitfalls.

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