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Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.
If you’re 50 or older, you have the opportunity for catch-up IRA contributions. For 2025 you can contribute $8,000 and for 2026 you can contribute $8,600. Contact me today. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d
fraudandscamrecoveryguide-16fc3b6858ae4b229d73fc50fd5078aa.pdf
Over $50 billion in scam losses have been reported to the FBI during the past five years. Follow our guidance to help recover from fraud. Source: FBI Internet Crime Report 2024
Read MoreDid you know most consumer purchase decisions are made by women? Not only are women the breadwinners in nearly 50% of families, they also overwhelmingly decide where that money should go. Is this true for your household?
Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.
Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf