The Salzman Zimmerman Group at RBC Wealth Management

05/28/2026

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.

05/19/2026

With RBC Total Wealth, you can securely sync your external accounts, from credit cards to 401(k)s, with one simple login. You can even nickname or hide specific accounts to make your dashboard work exactly the way you want it to.

I’m helping my clients set this up to ensure we're always making decisions based on the most current, accurate information. Let’s start the discussion and let’s get your total wealth view set up together.

05/14/2026

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past.

04/30/2026

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.

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.

04/09/2026

You still have time to contribute to your 2025 Roth or traditional IRA. The deadline is April 15, 2026. Take charge and boost your financial future. Let’s talk.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://bit.ly/4mgE8Pz

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.

03/26/2026

A historic $124 trillion is about to change hands, are you and your heirs ready? The key isn't complex financial structures, it's early conversations about family values and documenting critical information for your loved ones. Start today for future harmony.

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03/20/2026

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.