Lucas Wealth Management Group - RBC Wealth Management

Helping you grow more than wealth

A personalized approach to investing

With over 50 years of combined experience, we help our clients realize life goals and dreams through smart, disciplined financial and investment strategies. Every solution is tailored; there is no one-size-fits-all approach here. Beginning with an initial consultation, we take the time to thoroughly understand your needs. Only then do we make recommendations to help you confidently navigate to, through and beyond retirement in this ever-changing world.

Global Insight Monthly

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

You could be leaving money on the table or face stiff penalties if you don't know these rule changes.

3 Required Minimum Distribution (RMD) Rule Changes Everyone Must Know In 2025 | The Motley Fool

You could be leaving money on the table or face stiff penalties if you don't know these RMD rule changes.

Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of...

Dragging Your Feet on Saving for Retirement? Here's How to Jump In

Have you been procrastinating on your retirement savings? It's not too late! Taking steps now may help secure your financial future.

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What you can do to mitigate tax surprises every year

Professional advice is essential for complex financial situations—a tax surprise can hit at any time.

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