Robert Simmons, Financial Advisor at RBC Wealth Management

05/26/2026

Imagine seeing all the financial pieces of your life in one place. With your accounts together, you can get a clearer picture of your assets and easily track your investments. DM me to learn more.

05/26/2026

Big changes are coming to student loan repayment, and the window to plan is now. With the SAVE plan gone and the new RAP plan launching July 1, over 12.5 million borrowers need to review their options.

Changes to the U.S. Department of Education's income-driven repayment plans will impact many student loan borrowers' timelines to debt cancellation.

05/22/2026

Memories are treasures. May you have fond recollections of loved ones on this Memorial Day, especially those who made the ultimate sacrifice in service to our country.

Their courage and sacrifice allow us to live in freedom, to build our businesses, to pursue our dreams and to gather with those we love.

We remember them not just today but every day.

05/22/2026

The first step to getting ahead is getting a clear view of your retirement assets and refining your plan. Bringing all your accounts together in one place can help you build a real strategy for growth, while making it easy to track as your career and goals evolve. Reach out to start the journey.

05/21/2026

If you’ve changed jobs over the years, chances are your retirement savings are sitting in a few different places, such as an old 401(k) there, an IRA here and maybe a pension somewhere else.

Managing your retirement across multiple logins makes it hard to see the big picture. You may have more questions than answers: Are you on track to retire? What are your total fees? Are you diversified across your accounts?

RBC Total Wealth lets you securely link to external retirement accounts to see everything in one view.

Let’s make sure your hard-earned savings are working together for your future.

05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

04/20/2026

2x RBC Heritage winner, Matt Fitzpatrick! Congratulations from all of

04/20/2026

It's a new era of wealth transfer with trillions set to pass to younger generations. Are you prepared? Many Americans haven’t talked about their intended legacy. Our wealth transfer guide can help you pass on family money and values with clarity.
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