Lisa Cherry, Financial Advisor at RBC Wealth Management

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. We have a year-end checklist that can help. Connect with me to schedule a consultation to learn more.

1Recent high inflation highlights the importance of health care cost planning.

Schedule a meeting with me today to discuss how to include long-term care coverage in your plan.

For those who don’t need the extra income, there are several ways to strategically use your RMD funds.

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Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.