Philip Seline, Branch Director at RBC Wealth Management

Philip Seline, Branch Director at RBC Wealth Management We aim to provide the highest standard of professionalism, integrity and advice to our clients.

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/14/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will ne...
09/11/2026

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will never be forgotten.

09/10/2026

The Summer 2026 Investorโ€™s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, weโ€™ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. Youโ€™ll get it all in this quarterโ€™s newsletter.

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you. Thank you for a...
09/07/2026

Happy Labor Day! The dedication you bring each day shapes not just your career but the world around you.

Thank you for all that you do.

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™s important to m...
09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

Your cash has earning potential. RBC Premium Savings delivers 3.56% APY all right inside your existing RBC Wealth Manage...
08/31/2026

Your cash has earning potential. RBC Premium Savings delivers 3.56% APY all right inside your existing RBC Wealth Management account.

Let's put it to work for you!

Learn more. https://bit.ly/4wYyVzM

๐˜๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜ฑ๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ (๐˜ต๐˜ฉ๐˜ฆ โ€œ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎโ€) ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ฆ๐˜ฏ๐˜ต ๐˜ต๐˜ฐ ๐˜ฅ๐˜ฆ๐˜ฎ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ/๐˜ฐ๐˜ณ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฎ๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜ช๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ฏ๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด (โ€œ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ดโ€) ๐˜ฃ๐˜บ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜ฆ๐˜ข๐˜ญ๐˜ต๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข ๐˜ฅ๐˜ช๐˜ท๐˜ช๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ง ๐˜™๐˜‰๐˜Š ๐˜Š๐˜ข๐˜ฑ๐˜ช๐˜ต๐˜ข๐˜ญ ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ด, ๐˜“๐˜“๐˜Š, (โ€œ๐˜ธ๐˜ฆ,โ€ โ€œ๐˜ถ๐˜ดโ€ ๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜”โ€) ๐˜ฅ๐˜ช๐˜ณ๐˜ฆ๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ฐ๐˜ณ ๐˜ท๐˜ช๐˜ข ๐˜™๐˜‰๐˜Š ๐˜‰๐˜ข๐˜ฏ๐˜ฌ (๐˜Ž๐˜ฆ๐˜ฐ๐˜ณ๐˜จ๐˜ช๐˜ข), ๐˜•.๐˜ˆ., ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ, ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ด ๐˜ฐ๐˜ถ๐˜ณ ๐˜ข๐˜จ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ถ๐˜ฃ-๐˜ค๐˜ถ๐˜ด๐˜ต๐˜ฐ๐˜ฅ๐˜ช๐˜ข๐˜ฏ. ๐˜”๐˜ฐ๐˜ฏ๐˜ช๐˜ฆ๐˜ด ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฅ ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜š๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฐ๐˜ณ ๐˜—๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜Š๐˜ฐ๐˜ณ๐˜ฑ๐˜ฐ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ (โ€œ๐˜š๐˜๐˜—๐˜Šโ€). ๐˜™๐˜‰๐˜Š ๐˜ž๐˜” ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ. ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ช๐˜ด ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ด ๐˜ข๐˜จ๐˜ข๐˜ช๐˜ฏ๐˜ด๐˜ต ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ. ๐˜›๐˜ฐ ๐˜ฎ๐˜ฆ๐˜ฆ๐˜ต ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ, ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ต๐˜ช๐˜ต๐˜ญ๐˜ฆ๐˜ฅ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜ข๐˜ช๐˜ฏ๐˜ต๐˜ข๐˜ช๐˜ฏ๐˜ฆ๐˜ฅ, ๐˜ช๐˜ฏ ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ข๐˜จ๐˜ฆ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜น๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ฆ๐˜ญ๐˜ช๐˜จ๐˜ช๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ ๐˜ต๐˜ฐ ๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ช๐˜ท๐˜ฆ ๐˜ช๐˜ต๐˜ด ๐˜ง๐˜ถ๐˜ฏ๐˜ฅ๐˜ด. ๐˜ˆ ๐˜ญ๐˜ช๐˜ด๐˜ต ๐˜ฐ๐˜ง ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ช๐˜ด ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ข๐˜ต ๐˜๐˜ฏ๐˜ต๐˜ณ๐˜ข๐˜๐˜ช. ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜ณ๐˜ข๐˜ต๐˜ฆ๐˜ด/๐˜ˆ๐˜—๐˜  (๐˜ˆ๐˜ฏ๐˜ฏ๐˜ถ๐˜ข๐˜ญ ๐˜—๐˜ฆ๐˜ณ๐˜ค๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜จ๐˜ฆ ๐˜ ๐˜ช๐˜ฆ๐˜ญ๐˜ฅ) ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ฏ๐˜ฐ๐˜ต๐˜ช๐˜ค๐˜ฆ. ๐˜”๐˜ช๐˜ฏ๐˜ช๐˜ฎ๐˜ถ๐˜ฎ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฃ๐˜ข๐˜ญ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฒ๐˜ถ๐˜ช๐˜ณ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ. ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ญ๐˜ช๐˜ฎ๐˜ช๐˜ต๐˜ด ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ. ๐˜—๐˜ญ๐˜ฆ๐˜ข๐˜ด๐˜ฆ ๐˜ด๐˜ฆ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ โ€œ๐˜Š๐˜ข๐˜ด๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ตโ€ ๐˜ด๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฑ๐˜ถ๐˜ฃ๐˜ญ๐˜ช๐˜ค ๐˜ธ๐˜ฆ๐˜ฃ๐˜ด๐˜ช๐˜ต๐˜ฆ ๐˜ข๐˜ต ๐˜ธ๐˜ธ๐˜ธ.๐˜ณ๐˜ฃ๐˜ค๐˜ธ๐˜ฎ.๐˜ค๐˜ฐ๐˜ฎ/๐˜ฅ๐˜ช๐˜ด๐˜ค๐˜ญ๐˜ฐ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜›๐˜ฆ๐˜ณ๐˜ฎ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜Š๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด, ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜—๐˜ญ๐˜ข๐˜ค๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ˆ๐˜จ๐˜ณ๐˜ฆ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข๐˜ฏ๐˜ฅ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜™๐˜ข๐˜ต๐˜ฆ๐˜ด.

The new issue of ProsperยทUS brings together perspectives from RBC Wealth Management advisors on what it takes to serve u...
08/31/2026

The new issue of ProsperยทUS brings together perspectives from RBC Wealth Management advisors on what it takes to serve ultra-high-net-worth families, from tailored wealth strategies to the nuanced approach that complex financial needs demand.

A worthwhile read for those thinking deeply about what exceptional wealth management looks like today.

Explore the latest issue: https://bit.ly/4i4xzzO

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

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