Outlook 2025

Dec 10, 2024 02:30 PM Pacific Standard Time - Dec 10, 2024 05:00 PM Pacific Standard Time
RBC Wealth Management 99 Almaden Blvd San Jose, CA , 95113

Join us for a holiday open-house event on Tuesday, December 10 at 2:30 p.m. at RBC Wealth Management. Alan Robinson, member of RBC Management's Global Portfolio Advisory Committee, will be joining us for outlook 2025.

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The Great Sunset

Oct 29, 2024 04:00 PM Pacific Daylight Time - Oct 29, 2024 05:00 PM Pacific Daylight Time
Virtual Zoom event, San Jose

In a few short years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or "sunsetting", at the end of 2025. 

Medicare: Are you approaching Medicare eligibility or already enrolled and looking to understand your benefits better?

Sep 30, 2024 01:00 PM Pacific Daylight Time - Sep 30, 2024 02:00 PM Pacific Daylight Time
Virtual Zoom event, San Jose

We invite you to join Wealth Strategist, Griffin Geisler, and guest speaker Ari Parker, Chapter's Head of Medicare Advisory, in this discussion about what you should be doing to prepare for the upcoming Medicare Annual Enrollment Period. This session is for those turning 65 soon, those who already have a Medicare plan, or anyone who might be interested in learning more to help a loved one better understand their options.

The Great Sunset

Jun 25, 2024 02:00 PM Pacific Daylight Time - Jun 25, 2024 03:00 PM Pacific Daylight Time
99 Almaden Blvd San Jose, CA , 95113

In a few shot years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or "sunsetting", at the end of 2025. 

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

About RBC Wealth Management Online

The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Learn more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the West Valley Peninsula Group

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Latest Insights

The White House

Pondering a U.S. policy potpourri

Nov 22, 2024 | Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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