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The Paskal-Hyman Team is proud to support the LGBT Community and New York’s recent decision to pass a bill allowing same-sex marriage.  As a result of this bill you may have many questions about how this may help improve your financial situation.  Please feel free to contact us with any questions you may have regarding the effects this bill could have on you and your partner

Why Retirement Income Planning?

Resolve the five essential concepts everyone must personally explore

If you are near retirement - or have already retired - you are likely wondering how to effectively respond to a variety of complex financial issues that may play an important role in your ability to enjoy the lifestyle you want. Some of these issues include:

1. Managing distributions from your various retirement savings accounts. (Traditional and Roth IRAs, employer-sponsored plans, taxable investment accounts, etc.)
2. Choosing when to begin taking Social Security.
3. Identifying which retirement expenses are essential and which are discretionary.
4. Balancing your current income needs with the risk of running out of money tomorrow.
5. Minimizing the negative impact emotions and short-term thinking may have on achieving your long-term financial goals.

Why Investors Choose RBC Wealth Management
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

How These Certified Divorce Financial Analysts are Unique
Laura and Steve are uniquely among the only practicing Certified Divorce Financial Analysts at RBC Wealth Management. Additionally,they practice as one of the few male/female teams in the country.  They consciously designed the team to neutralize potential gender biases and provide balanced perspective on a very difficult process.

Are You Due for an Insurance Review?
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine.

RBC Wealth Management has resources that provide an objective, no cost, no obligation review of life insurance policies. Together with the firm’s internal experts, we will review your policy to help ensure it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.