Powering your finances, family, and future


What sets us apart

Who we are

Every client is more than just a financial client. We help maximize your financial life, and we also help you with the rest of your life, giving you tools that empower your world, through educational seminars and resources that reach far beyond your finances. From helping couples face college costs and caring for aging parents, to guiding you through career transitions, loss of a spouse, retirement, Social Security and Medicare, divorce, and the unique financial needs of women, we have the experience and perspective to create a wealth plan with smart investment strategies that are exactly right for you. See, we’re a family of three generations, who has been successfully managing people’s money for the past 60 years, so we know a few things about finances, and about life. We understand that life can be unexpected and unexpectedly beautiful all at the same time. This helps us not only bring you the financial expertise to make the most of how you’re living today, but also how you want to be living tomorrow.

What makes us different is what makes us better:
  • Perspective We’re a three-generation family team, providing you with continuity, and a seasoned perspective.
  • Reputation We’ve been part of the community since the 1950’s, committed to offering you stellar service and creating a reputation we’re proud of.
  • Experience As one of the larger practices in the area, we frequently work with individuals and extended families, giving us the kind of experience that will help us successfully work with your family, whatever its dynamics and goals.
  • Expertise & Education Because we stay on top of industry headlines and trends and know how to simplify complex financial information for our clients, our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ news radio, 106.7FM, CNBC, Forbes and Yahoo! Finance.
  • Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
  • Service Our team members going to work for you are top notch. Nora has been selected as a Top 40 Under 40 Professional by the Boston Business Journal and Investment News. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.
 

Proud to work with a nationally recognized teammate

We are very proud that Financial Advisor Nora Yousif was named a Forbes Top Women Wealth Advisor Best-In-State award in 2023 and 2024 and a Forbes Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Nora!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024. 

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.

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Latest Insights

Driving toward the horizon

The importance of focusing on time horizon

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

Read more

In the news

We are humbled to have been featured in The Boston Globe, Boston Business Journal, and Boston Magazine.


Social Media

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By popular demand, I will be doing a repeat of last week’s presentation: “Financial know-how for your elderly parents” on Thursday, March 21st at 6pm. If the responsibility of your parents’ well-being is increasingly falling on your shoulders, this webinar is for you. This Zoom event is free and open to the public. I’ll share a story of how I was able to increase a client’s monthly outlay toward long term care from $7K/month to $13K/month. I’ll teach how to stretch their assets out as long as possible, offer ideas on how to preserve your parents’ nest egg, optimize Social Security monthly benefits, better tap into their old insurance policies, and modify their investments. We will also cover my 10 best next steps to take to assist your elderly parents, including: • Use a family inventory workbook to get organized AND start the conversation with your folks (don’t worry, I will email one to you) • Set up duplicate copies of their tax forms to go right to their accountant so they don’t “forget to file their tax returns” and request copies of their statements to help watch out for all the scams out there • Consider being on their checking account as a joint owner (named second) because when they pass away, the POA is obsolete so this will allow you to still pay for their expenses like funeral costs, etc. • Be strategic about gifting. They may want to gift you a home but be careful, that may not be the best tax move. In contrast when a home is inherited you get the step up in cost basis. College funds on the other hand are a great place to gift and pass money two generations down while potentially lowering estate taxes. In fact, you can give up to $180K per grandchild from grandma and grandpa in one year. Email beck.vilk@rbc.com to RSVP. I know, from personal and professional experience, this process can feel overwhelming. But you got this! You don’t have to do it alone. I am here to help. #eldercare #yougotthi...

Please join us today March 12th at 2 pm for a presentation to the Boston Bar Association where I will cover “Financial Considerations for your Elderly Parents.” I’ll be reviewing my Top Ten tips on how to prepare for an emergency and walk you through a case study on how I found an elder more funds to pay for long-term care (like social security surviving spousal benefits, reworking existing insurance policies, investment tweaks and a lot more). Megan Fisher of Oasis Senior Advisors will join me to cover different living care options and to provide insight into costs. The talented Laura Goodman (estate attorney at Margolis Bloom and D’Agostino) will moderate the conversation and provide additional insights for the group. If you can’t make it, I will also be covering this topic on March 21st at 6pm. Comment below or send me a message if you’d like the details. (Pictured here was my lovely grandma, Betty, on our way to her doctor's appointment...and ice cream. :) ) #eldercare #longtermcare #longterminvesting #socialsecurity #financialplanning #icecream

It was great to present for the Women's Bar Association last week on “A modern woman attorney’s guide to legal & financial success: Family & estate law tips and financial considerations throughout the decades.” (You can tell by the title this was so up my alley.) Lisa Cukier masterfully summarized legal considerations and demystified lots of gray area when it comes to pre and post-nups, as well as trusts in the context of divorce. On the financial end, I offered some actionable take-aways like: 1. Lock in these 22-year high interest rates now before the Fed lowers rates down as opposed to simply parking money in a money market account. 2. Consider having 529s owned by family members other than parents to help keep those assets off the balance sheet that colleges review for financial aid. 3. If you’re running a private practice and you’re a sole operator, be sure to open a SEP IRA. Contributions are deductible to your practice and you can sock away as much as $69K this year towards your future. 4. Weigh term insurance over permanent life insurance because term is an efficient and more affordable way to protect your family. 5. As a divorcee, know you can collect an ex spousal Social Security benefit (which works the same as a spousal benefit) so long as you were married for 10 years. 6. As a widow, recognize you can step into 100% of what your deceased spouse was collecting AND you can even continue to collect your surviving spousal Social Security benefit so long as you remarry after age 60. In my work, suggestions like these come up a lot. If any of these were new or interesting to you, reach out to me for a consultation. I am always happy to help. #collegelife #financialaid #insurance #interest #socialsecurity #widow #divorcess #wbaofma #womensbar #women in law RBC Wealth Management Financial Advisors do not provide legal advice.