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Women are investing at record rates, setting new standards in financial autonomy. We found that women are creating their own paths to wealth creation with millennials leading the charge. The success of millennials reflects higher educational levels and careers as business owners, executives and entrepreneurs, resulting in record wealth accumulation.
65 years ago today, my mom and dad said “I do.” ❤️ Looking at this photo, I’m reminded just how much life can unfold over 65 years—careers, family, celebrations, challenges, plans made and plans changed. It’s also a reminder of something I see every day in my work: financial planning is really life planning. The numbers matter, but ultimately a good plan is about creating the security and flexibility to live the life you hope for—and adapt when life surprises you. Happy 65th anniversary, Mom and Dad. What an extraordinary example of commitment, resilience and love. And on a slightly more self-interested note, I’m really glad you two found each other - It worked out particularly well for me. ❤️
Did you know 32% of families use college savings plans as a way to pay for college? Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in. ??????’?? ?????????????? ???? ?? ?????? ???????? ?????? ?????????? ?? ???????? ?????? ???????????? ????????????????.
Our 2026 Women and Wealth survey proves it: Women are reaching new financial heights. From millennial business owners to baby boomer legacy builders, women are prioritizing inner wealth and family security over traditional metrics. Discover more insights on how women are redefining wealth today. Read the full report here: https://docs.rbcwealthmanagement.com/us/68826-women-and-wealth-brochure.pdf
Nothing beats an afternoon in the cornfield with three generations picking sweet corn for dinner. These are the moments that matter most - and they're exactly why we do what we do. Financial planning isn't just about numbers; it's about having the freedom and resources to create memories like these with the people you love. What does wealth mean to you? ??
Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. I’d love to help review any changes and discuss updating your documents accordingly. ?????????? ?????? ?? ??????????????? Let’s talk.