The Sarafian Group

Your source for valuable insights

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)

New Investors’ Nook: Is K-12 tuition keeping you up at night?

Jan 27, 2026 |RBC Wealth Management

For young families, the cost of private education can feel overwhelming. However, 529 plans offer a powerful solution. These tax-conscious accounts aren’t just for college—they can cover K-12 tuition too, providing a strategic way to ease the burden.

Father and son starting college savings plan early

Consider 529 plans for education funding

Jan 27, 2026 |RBC Wealth Management

For individuals and families, 529 plans offer more than just tuition savings—making them indispensable tools for your wealth strategy.

Couple talking with their tax advisor reviewing documents

Five tips for financial New Year’s resolutions

Jan 27, 2026 |RBC Wealth Management

For individuals and families, 2026 presents both challenges and opportunities. Commit to resolutions for resilience, growth and legacy.

Filing your taxes: Protect yourself from fraud during tax season

Jan 26, 2026 |RBC Wealth Management

Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2025 |Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Woman entering her credit card number into her laptop

Keep your holiday shopping merry by warding off fraudsters

Nov 21, 2025 |RBC Wealth Management

With so many transactions taking place, the holiday season is prime time for cybercriminals.

Couple sitting on a couch looking at tax documents

What the One Big Beautiful Bill Act means for charitable giving in 2026 and beyond—and what donors can do now

Nov 20, 2025 |RBC Wealth Management

The OBBBA will reduce charitable tax breaks for high-income donors starting in January. Here's how to prepare before year-end.

Older woman in her ceramic studio looking at a tablet

Planning for succession

Nov 18, 2025 |RBC Wealth Management

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

Young woman on her phone on her laptop with boxes behind her

Key items to consider when you own a business

Nov 18, 2025 |RBC Wealth Management

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

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