Jim Lynch, Financial Advisor at RBC Wealth

Jim Lynch, Financial Advisor at RBC Wealth Helping you grow more than wealth

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

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments. But is something missing?An annui...
06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

How much more likely is it that a 50-year-old will need disability insurance than for a 40-year-old? What about for a 60...
05/29/2026

How much more likely is it that a 50-year-old will need disability insurance than for a 40-year-old? What about for a 60-year-old versus a 50-year-old?

A. No difference
B. Two times
C. Three times

The answer twice as likely. According to a 2025 report from the Center on Budget and Policy Priorities, 50-year-olds are two times as likely to need Social Security Disability Insurance (SSDI) than 40-year-olds. The same is true for 60-year-olds versus 50-year-olds.

Because the risk of disability increases with age, it’s important to build an income protection strategy into your wealth plan. I can help you evaluate your income protection coverage and discuss insurance options to fit your situation. Let’s talk.

Why saving for retirement should be a priority over paying for a child's education.
05/28/2026

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

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background....
05/27/2026

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.

If you're self-employed, you've embraced the freedom of building something on your own terms. But that independence come...
05/26/2026

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.

Let's discuss how income protection insurance can work within your business and personal financial strategy.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreci...
05/25/2026

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreciation on new equipment, expanded eligibility for qualified production property investments and enhanced interest deductibility, you could reduce your taxable income. RBC can help you navigate these new incentives and optimize your investment strategy. Don't miss out on this window of opportunity.

You've worked decades to build your career and lifestyle. But have you protected the income that makes it all possible?H...
05/23/2026

You've worked decades to build your career and lifestyle. But have you protected the income that makes it all possible?

Here's what many successful professionals overlook: your earning power is likely your most valuable asset. If an unexpected illness or injury prevents you from working, how would you maintain your lifestyle, support your family or continue funding your retirement plans?

Income protection insurance can help replace a portion of your income if you're unable to work due to illness or injury. It's about protecting what you've built and maintaining the life you've carefully created.

If you’re a high-income earner, you’ll want to consider the gap that may exist in coverage plans with monthly caps.

Let's talk about how income protection fits into your overall financial strategy.

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655 West Broadway, Suite 1000
San Diego, CA
92101

Telephone

+16196997144

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