?? One of my favorite traditions each summer… Every year, as summer begins, I invite my clients to send me the title of a book they’d like to read so we can send it to them. There are no rules. It can be history, business, biography, fiction, travel, theology, gardening, or something I’ve never even heard of. On the surface, it may seem unrelated to financial planning. But I don’t think it is. The best financial planning relationships are about much more than investments, taxes, and retirement projections. They’re about understanding people - what they’re curious about, what they’re learning, what inspires them, and what matters to them. Truth be told, this annual tradition is a little selfish. I have the privilege of working with some incredibly smart, thoughtful, and interesting people. Asking for their summer reading selections gives me access to what is essentially a highly curated reading list from some of the people I respect most. Every year I discover books that would never have crossed my radar otherwise. And this year certainly did not disappoint. As the recommendations have come in, I’ve found myself adding title after title to my own bedside table. In fact, my biggest challenge may be figuring out how to get through all of them before Labor Day. The books our clients choose don’t just tell us what they’re reading. Often, they tell us something about who they are, what they’re thinking about, and where their attention is focused right now. That’s the kind of understanding that helps transform a professional relationship into a meaningful one. Now the hard part begins: deciding which book to open first. So, what’s at the top of your summer reading list? ☀️ ??
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Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter. ???????? ???????????? ???????? ???? ??????????????. Let’s chat about how to make it happen.
Often people don’t want to talk about retirement savings until they need to, and by then, ensuring there’s enough in your account can feel like an uphill climb, especially for women who can have less saved than their male counterparts. At RBC Wealth Management, we believe that women deserve the tools, education and support they need to achieve long-term retirement security. While it’s best to start saving for retirement early, it’s never too late to start. Contact me so we can help you close that gap.
College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.
If you own a business, your biggest financial questions may sound something like this: •What's my business worth? •When's the right time to sell? •What transition option fits my goals? We've got a resource built around exactly those questions. Let's talk through it together. #BusinessOwners #WealthPlanning #RBCWealthManagement
Read MoreDid you know 3 in 4 homeowners would rather be at home than anywhere else? If you’ve already fallen in love with your home, the question is what your next chapter looks like. I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made. ?????????? ???? ?????????????? ????????’?? ????????? Let’s connect
?? One of my favorite traditions each summer… Every year, as summer begins, I invite my clients to send me the title of a book they’d like to read so we can send it to them. There are no rules. It can be history, business, biography, fiction, travel, theology, gardening, or something I’ve never even heard of. On the surface, it may seem unrelated to financial planning. But I don’t think it is. The best financial planning relationships are about much more than investments, taxes, and retirement projections. They’re about understanding people - what they’re curious about, what they’re learning, what inspires them, and what matters to them. Truth be told, this annual tradition is a little selfish. I have the privilege of working with some incredibly smart, thoughtful, and interesting people. Asking for their summer reading selections gives me access to what is essentially a highly curated reading list from some of the people I respect most. Every year I discover books that would never have crossed my radar otherwise. And this year certainly did not disappoint. As the recommendations have come in, I’ve found myself adding title after title to my own bedside table. In fact, my biggest challenge may be figuring out how to get through all of them before Labor Day. The books our clients choose don’t just tell us what they’re reading. Often, they tell us something about who they are, what they’re thinking about, and where their attention is focused right now. That’s the kind of understanding that helps transform a professional relationship into a meaningful one. Now the hard part begins: deciding which book to open first. So, what’s at the top of your summer reading list? ☀️ ??