The Friedman-Sepolio Wealth Management Group at RBC Wealth Management.

08/05/2026

Came across this article and thought it was a great reminder that the end goal is not having x amount saved, but the ability to spend x amount a month/year.

Having a certain amount of money in your 401k or other savings vehicle is meaningless if you don't have an idea of how much cash flow you are actually going to need to generate to maintain your lifestyle in retirement.

Taxes, inflation, and unexpected expenses can significantly shrink what you actually take home in retirement. See what you can do to give yourself some cushion.

Don't forget about inflation inflation and taxes.

04/10/2026

College planning and estate planning don’t have to be separate conversations. With the right strategies, you can help fund education for the next generation while thoughtfully managing your estate. Reach out to help find the right balance.

04/03/2026

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s education with a college savings plan.

03/30/2026

Don’t let four years of college turn into 20 years of payments. Your idea of graduating debt-free starts with a strategy. Let’s build a game plan that keeps you moving forward.

03/19/2026

While the NCAA®️ basketball tournament is underway, check out RBC Wealth Management’s college cost brackets to help you assess and set your financial goals for yourself or your loved ones.

03/16/2026

Meet your starting lineup for education planning. Let’s touch base on planning and saving for the college-bound students in your life.

05/05/2025

Feliz Cinco de Mayo! Take some time to enjoy and honor Mexican culture and traditions today.

04/13/2025

I’m excited to invite you to a special event, “Retain Your Brain,” featuring Dr. Mark Milstein, a leading expert on brain health and aging. He will be sharing valuable insights on age-proofing your brain and maintaining cognitive health for years to come.

This is a fantastic opportunity to better understand Dementia/Alzheimer’s and learn practical strategies for keeping your mind sharp and resilient. This is a very popular event and will have limited seating.

Follow the link below to our events page to RSVP now!

Please join us throughout 2025 for our Monday morning market outlook meetings. In 15 minutes or less, our weekly webinars every Monday morning will help you keep up to date with the latest market and economic news.