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Did you know that Gen Xers now carry the highest student loan balance? It's critical to know the ins and outs of your loan to eliminate this debt. There are tips to support you, including tax strategies to help manage your student loan debt more effectively.
The process of navigating Medicare can be complicated and confusing. To ease your burden, RBC Wealth Management can connect you to an independent Medicare resource that will help you find a plan that’s right for you at no cost. Reach out if you'd like more information.
Our team is committed to giving back to our community, and this month we took action! We were proud to be the sponsor for the 'Give Comfort with Casseroles' program. We had a blast making macaroni and cheese to help feed 60 people. It was such a rewarding experience to step outside the office, roll up our sleeves, and come together for a cause that helps others. We’re grateful for the opportunity to make a small difference and look forward to continuing to support important initiatives like this. #CommunityInvolvement #Teamwork #GivingBack #FoodSecurity
Grandparents’ Day is here, and it’s the perfect time to thank them for all the life lessons and laughs. Grandparents have shown us the value of every penny and the warmth of every smile. Sending lots of love to all the amazing grandparents out there today!
**Saying Goodbye to a Trusty Companion, and Embracing New Journeys** ???? Today, I’m saying goodbye to my beloved Kia Sorrento. This car has taken us to countless football games and track meets for our three children, not to mention taught them to drive and helped them move to college and embark on their lives as young adults. It’s not just a car; it’s a chapter of our family’s life filled with memories and miles. But as much as I’ll miss it, I’m excited to share that we’re passing it on to a recently arrived refugee family. Rick got her new tires and brakes and had her inspected and she is ready for new adventures. I can’t think of a better way to ensure that this vehicle continues to serve with purpose, carrying its new owners toward fresh starts and new beginnings. In many ways, this moment reminds me of the work I do as a financial advisor. Just like this SUV has supported us through the twists and turns of life, financial planning is about providing stability and confidence to navigate the road ahead. It’s about making thoughtful decisions today that will serve us well in the future—whether that means investing in a new opportunity, planning for retirement, or, in this case, helping a family on their journey to a better life. Here’s to the new adventures that await this special family. I hope this car brings them as much security and joy as it brought our family. #WealthPlanning #GivingBack #CommunitySupport #NewBeginnings
Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.