In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
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Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.
As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.
IRS announces 401(k) contribution limits for 2025
Planning for your financial future? The IRS just released the 401(k) and IRA contribution limits for 2025. It’s crucial to know these figures as you map out your retirement savings. Let’s discuss how to maximize your contributions and secure a comfortable future.
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