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We are honored to have won the prestigious Best of Business 2024 award in the wealth management firm category from Twin Cities Business magazine. RBC Wealth Management is dedicated to investing in the well-being of our employees, clients and the communities where we live and work. This award is a testament to that.
Reminder that we are two weeks away from our Shred Event and Food Drive on September 14th! From 9 am - 12 pm we'll have a shred truck in the office parking lot, along with free coffee and donuts. We are also partnering with Feed My People Food Bank for this event, so we encourage all who attend to bring a nonperishable good to donate. 401 Pinnacle Way, Suite 152, Eau Claire, WI 54701
Retirees: Want to Keep Your Money? Make a Tax Plan
Retirement does not mean that the need for financial planning is over! Reviewing common tax rules and strategies even in retirement is a key component to every wealth plan. Angie O'Leary, Head of Wealth Planning and Insured Solutions at RBC Wealth Management, discusses common tax rules that can catch retirees off guard.
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