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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning (10)

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You’ve been named an executor? Tips for executing an estate plan

Jul 20, 2020 |RBC Wealth Management

Being named executor may be overwhelming at first, but with the following tips and help from professionals, you can successfully settle an estate.

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How to turn unhealthy money mindsets into smart financial decisions

Jul 15, 2020 |RBC Wealth Management

Beliefs about spending and wealth often form during childhood and can fuel negative financial behaviors. Thankfully, these habits can be changed.

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Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020 |RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

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Power of the purse: How women can use their economic power to spend with purpose

Jun 28, 2020 |RBC Wealth Management

Household purchasing is largely controlled by women, and they often spend to support causes and products they value.

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Women's financial confidence 100 years after the right to vote

Jun 23, 2020 |RBC Wealth Management

Women contribute $7.6 trillion annually to the U.S. GDP and control the majority of purchasing power. Yet, there’s still a deficit in their financial confidence.

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Health and wealth: Why investing in your wellness now will help you in the future

Jun 17, 2020 |RBC Wealth Management

With direct links between financial fitness and physical health, it pays to take a preventative approach to both.

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How the CARES Act stimulus will affect your charitable giving

Jun 09, 2020 |RBC Wealth Management

The new CARES Act legislation allows up to $300 given to a qualified charity to be claimed as an above-the-line deduction. Learn what this means for those donating.

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Financial elder abuse: Safeguarding senior and vulnerable clients

Jun 04, 2020 |RBC Wealth Management

Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.

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Young girl looking at jar of coins spilled on table

Five steps for raising financially confident girls

Jun 02, 2020 |RBC Wealth Management

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

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What is responsible investing?

May 14, 2020 |RBC Wealth Management

Demographic shifts and a growing desire to have a positive impact in the community will likely drive a surge in interest for responsible investing.

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