Kevin Clouse, Financial Advisor at RBC Wealth Management

06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

06/01/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

05/30/2026

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.

05/29/2026

Happy 5/29 Day! Take a proactive step toward your child's future through the power of an education savings plan. Let’s have a conversation today.

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

05/27/2026

This year, we're back, and the stakes are even higher. Three brackets. Three $1M winners. All in Cary, NC, May 27–June 1.

05/27/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

05/15/2026

The rise of the female economy is one of the most significant financial shifts of our time. In her latest Forbes article, our Head of Wealth Strategies Angie O'Leary explores how women across generations are redefining wealth. They’re building it with purpose, investing with intention and creating impact that lasts.
Read the article to see what this transformative era means for the future of wealth management.

Women across generations are converging at an unprecedented moment of financial power.

05/01/2026

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.

04/30/2026

Mark your calendars! The is back on June 6 in Seattle. Join RBC Wealth Management and Boyer Children’s Clinic for a fun run/walk/roll and make a difference! Learn more: https://bit.ly/4t6fxik

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.