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Merry Christmas to those who celebrate and sending good wishes to everyone , wherever and however you're spending the season. This photo - after dinner last night - is me with our son and daughter and it really captures how quickly time moves. There was a time when Christmas meant dolls, LEGO kits, and late-night gift assembly. Now it’s Home Depot gift cards for home improvement projects, charitable contributions given in their honor and deposits to their Roth IRAs. Time moves fast. Watching your children grow up really drives that home. As a financial advisor (and a parent), moments like these remind me how much planning, flexibility, and values matter over the long run. Wishing you peace, joy, and a smooth close to 2025 — and optimism for what’s ahead.
Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals. Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=7c252820e7fb6359fe5c4d4ee4a9a860
Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.
If talking about money is difficult for you, “Twelve easy conversations about money” can help. Direct message me to receive your copy.
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Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. This year-end checklist can help with your planning. Let me know if I can help you explore personalized solutions.
Read MoreA recent RBC Wealth Management survey found generations agree that family values are foundational financial values. For help beginning the conversations with your heirs for future alignment, message me today.