Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Client risk prevention

Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact me for more information and help determining next steps for your personal situation.

Walter Mack

Walter J. Mack Jr., CPFA®

First Vice President - Financial Advisor, Portfolio Director Group

484-530-2838

Latest Insights

Financial advisor reviewing life insurance options with a young couple.

Insurance coverage: Four life stages you need to prepare for

Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.

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Federal Reserve

Six rate cuts in search of a reason

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

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