White Family Wealth Group at RBC Wealth Management

White Family Wealth Group at RBC Wealth Management Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Big changes are coming to student loan repayment, and the window to plan is now. With the SAVE plan gone and the new RAP...
06/01/2026

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.

If you're self-employed, you've embraced the freedom of building something on your own terms. But that independence come...
05/18/2026

If you're self-employed, you've embraced the freedom of building something on your own terms. But that independence comes with an important question:

What happens to your income if you can't work?

Unlike W-2 employees who may have employer-sponsored coverage, self-employed professionals often overlook income protection insurance. Yet you're the engine that drives everything, and you need to make sure you're taking steps to protect yourself.

Income protection insurance is designed specifically for situations like this. It can help replace a portion of your income while you focus on recovery, allowing you to manage your finances without draining savings.

This isn't about worst-case scenarios. It's about smart planning for the income you've worked so hard to build.

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Why saving for retirement should be a priority over paying for a child's education.
05/04/2026

Why saving for retirement should be a priority over paying for a child's education.

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investo...
04/20/2026

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.
04/07/2026

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

03/23/2026

Successful wealth transfer is about making sure beneficiaries understand what they may receive and how their inheritance can be used for generations to come. It’s important to be prepared well ahead of a wealth transfer.

Download our free wealth transfer guide.

Retire at 50 or 65? Make sure to compare the financial trade-offs, from savings requirements to healthcare costs and Soc...
03/09/2026

Retire at 50 or 65? Make sure to compare the financial trade-offs, from savings requirements to healthcare costs and Social Security benefits. Which timeline fits your dream retirement?

What your age says about your retirement.

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security ...
02/09/2026

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security timing, here is a breakdown of what you need to know.

Daydreaming about retiring at 65? Use this checklist to see if you're ready.

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s cruci...
12/15/2025

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s crucial to know these figures.

While high inflation may be painful for American shoppers and households, it also means higher contribution thresholds.

12/01/2025

Discover how an ESOP could help you transition to retirement smoothly, reward employees and preserve your legacy.

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