Schaefer Present Corte Mance Investment Group at RBC Wealth Management

Schaefer Present Corte Mance Investment 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.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionalsโ€”estate planning attorneys, CPAs and trust officersโ€”along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , ...
07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payof...
07/08/2026

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payoff, whether itโ€™s at the beach, the mountains or some far-off destination, all that much sweeter.

๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐œ๐ค๐ž๐ญ ๐ฅ๐ข๐ฌ๐ญ ๐ข๐ฌ ๐œ๐š๐ฅ๐ฅ๐ข๐ง๐ . Letโ€™s chat about how to make it happen.

Wishing you and your family a safe and meaningful #๐…๐จ๐ฎ๐ซ๐ญ๐ก๐จ๐Ÿ๐‰๐ฎ๐ฅ๐ฒ. #๐ˆ๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐œ๐ž๐ƒ๐š๐ฒ is a reminder of what truly matters: ...
07/04/2026

Wishing you and your family a safe and meaningful #๐…๐จ๐ฎ๐ซ๐ญ๐ก๐จ๐Ÿ๐‰๐ฎ๐ฅ๐ฒ.

#๐ˆ๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐œ๐ž๐ƒ๐š๐ฒ is a reminder of what truly matters: freedom, community and the people we hold dear.

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth ...
06/26/2026

College costs keep rising, but there's a smart way to save. Using an educational savings plan can offer tax-free growth and withdrawals for qualified education expenses, including K-12 tuition. The earlier you start, the more time your money has to grow. Plus, contributions may qualify for state tax deductions.

The first day of summer is here!Whether you're planning adventures or simply enjoying moments with the people you care a...
06/21/2026

The first day of summer is here!

Whether you're planning adventures or simply enjoying moments with the people you care about, summer reminds us to pause, appreciate and make time for what brings us joy.

Here's to a season filled with sunshine and good memories.

Happy Fatherโ€™s Day to all dads and granddads! Today we celebrate your inspiration, guidance, love and support.
06/21/2026

Happy Fatherโ€™s Day to all dads and granddads!

Today we celebrate your inspiration, guidance, love and support.

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