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Trump to Tariffs: How Retirees Can Manage Market Turmoil
Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement
Read MoreDid you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.
Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Contact me today to learn about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg
Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf
Did you know that romance scams affect everyone? Contrary to some stereotypes, romance scams target a wide variety of individuals, and no one is immune to being a potential target. Message me for resources to stay informed.
I am incredibly honored to be recognized by Forbes as one of the Top Women Wealth Advisors Best-in-State. This recognition is deeply meaningful, but I know that none of this would be possible without my amazing team—Mrunal & Maliha who are instrumental in everything we do for our clients. I am so fortunate to work at a firm that always puts clients first, allowing us to focus on what truly matters: guiding our clients toward financial success with care and integrity. I love what I do, and I am truly grateful to the wonderful clients who entrust me with their financial future. Your partnership and trust mean everything. Thank you for allowing me to be a part of your journey! #ForbesTopWomenWealthAdvisors #Gratitude #WealthManagement #ClientFirst