First Vice President - Financial Advisor, Consulting Group
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
Together with RBC specialists in different areas of experience, Larry offers a wide range of services including portfolio design, retirement planning, and trust planning.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.
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