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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
Happy Valentine’s Day! Enjoy the day with your loved ones and feel all the feels.
Your IRA works best when contributions and investing go hand in hand. Let’s review your plan to evaluate if your money is positioned to grow over time. 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
Feeling especially grateful today ?? I am honored to be named to the 2026 Forbes Top Women Wealth Advisors – Best in State list. It’s a wonderful recognition, but truly, it reflects the people around me more than anything else. I couldn’t do this work without my teammates, Mrunal & Maliha, who care for our clients with the same dedication, thoughtfulness, and heart that I do. We really share this together. And I’m lucky to be part of a firm that puts clients first - always. What means the most to me is simply getting to do work I love every day, with people I genuinely enjoy helping. The relationships and trust our clients place in us are what make this work so meaningful. That's the real reward! https://www.forbes.com/lists/best-in-state-women-advisors/
Did you know research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.
Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future. Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments. 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