Most New Year's resolutions don't make it past February, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.
Did 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?
Retirement rule changes are coming in 2026. Take note if the following apply to you: - Age 50 or older - Earn $145,000 or more in FICA wages - Plan to make catch-up contributions to your 401(k) If this applies to you, starting in 2026 catch-up contributions must be made to a Roth account. Reach out to me today to learn the questions you need to ask your benefits department about your ability to take advantage of catch-up contributions. 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 see Legal & Tax Advice: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice
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Most New Year's resolutions don't make it past February, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.
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?
Retirement rule changes are coming in 2026. Take note if the following apply to you: - Age 50 or older - Earn $145,000 or more in FICA wages - Plan to make catch-up contributions to your 401(k) If this applies to you, starting in 2026 catch-up contributions must be made to a Roth account. Reach out to me today to learn the questions you need to ask your benefits department about your ability to take advantage of catch-up contributions. 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 see Legal & Tax Advice: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice