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If you’re 73 or older and haven’t taken your required minimum distributions (RMDs) from your IRAs yet this year, let’s talk. You have options, including competitive yields for your cash as part of your wealth plan.
Considering an aircraft or yacht purchase or upgrade? Contact me to learn more about our high-net-worth lending resources.
Please help us congratulate Michelle Colombo on her new role as Divisional Manager, Administration - West Division! This promotion comes as no surprise to those of us in the San Diego branch. We have seen Michelle work her way up at RBC due to her understanding of the business, her commonsense approach, and by always doing more than her role requires. Congratulations, Michelle! We are all so proud of you! (Michelle is pictured here standing directly below the RBC letters.)
Honoring all veterans today! Thank you for serving our nation and protecting our freedom.
November is Long-Term Care Awareness Month, a reminder to prepare for the future. Let's discuss how to help ensure your or your older family members are well taken care of. Schedule a meeting with me today to discuss your options.