Pann/DeYoung Wealth Management Group at RBC Wealth Management

12/07/2023

The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to discuss your insurance strategies.

10/25/2023

Last week our team had the pleasure of conducting a Women's Self-Defense and Awareness Krav Maga Workshop with some of our female clients and their friends. Krav Maga is a simple intuitive self-defense system that is easy to learn. Stay Away is a program developed by the International Krav Maga Federation specifically for the kinds of threats and attacks that women face in their daily lives. We are grateful to have had the pleasure to share insights and lessons learned from the art of Krav Maga, and look forward to doing more events like this in the future! Thank you to everyone who came out!

07/26/2023

My clients love looking at their RBC WealthPlan—especially when markets are volatile—to see how their big financial picture is tracking to meet their goals. Ask me about WealthPlan today.

07/19/2023

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

07/12/2023

It’s important to plan for long-term care funding, especially in anticipation of a potential Alzheimer’s diagnosis in your family. https://bit.ly/3XRWYk6

07/05/2023

Did you know this about money management? Understanding your average cost of living expenses can help you create a budget and implement good financial decisions throughout the year.

06/28/2023

71% of millennials surveyed in our recent study agree that their financial portfolio is too complicated to be trusted to a robo-advisor. Let's connect for a consultation to discuss your financial future. https://bit.ly/44jS8Oq

06/21/2023

I am proud to share that RBC Wealth Management was recently named a top defined contribution advisor multi-office firm by the National Association of Plan Advisors. My team and I strive to provide clients with dedicated service and integrity.

06/14/2023

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

06/07/2023

For 2024, the annual contribution limit for health savings accounts, or HSAs, is rising to $4,150 from $3,850 for self-only plans, which is roughly an 8% increase.

The IRS is providing a sizable increase for the 2024 health savings account contribution limits. Here's what taxpayers need to know.

05/30/2023

Major estate tax changes could be coming with the great sunset, making it imperative for high-net-worth baby boomers to plan ahead and think urgently about their estate planning. Contact me to learn more.

With significant changes on the horizon, taxpayers should think more urgently about their estate and income tax planning.

05/23/2023

In a list of the safest banks, RBC has topped the North American list.

Our annual ranking of the World’s Safest Banks shows the finance sector has recovered better than many economies, and looks set to prosper in recovery.