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Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.
Congratulations to Nicole Dunham, Managing Director and Deputy Head of U.S. Wealth Management Fixed Income, for being named to Twin Cities Business magazine's list of 2024 Notable Women in Banking and Finance! https://tcbmag.com/notable_category/2024-notable-women-in-banking-and-finance/
The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf
Extreme Weather: Understand the Ripple Effects on Your Insurance
Feel more at ease when planning protection for your property and your loved ones in an unstable climate. Read about insurance strategies here: https://www.usi.com/executive-insights/executive-series-articles/featured/personal-risk/q1-2024/extreme-weather-understand-the-ripple-effects-on-your-insurance/
Read MoreLife is full of hurdles, but we can coach you through them. Message me and discover the steps to building a solid financial foundation with an emergency saving fund.
New Rules for Inherited IRAs: What You Need to Know
Learn more about the changes to the SECURE Act, and some of the rules related to inherited IRAs.
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