Calkins Investment Group at RBC Wealth Management

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What if your financial plan reflected not just your portfolio, but your whole life?Our 2026 Women & Wealth survey found ...
10/16/2026

What if your financial plan reflected not just your portfolio, but your whole life?

Our 2026 Women & Wealth survey found that 81% of high-net-worth women prioritize values tied to body, spirit and soul, and they expect their financial advisors to integrate wellness conversations into their wealth planning.

True wealth goes beyond numbers. Itโ€™s about financial freedom that supports your mental, physical and social well-being, both today and in the years ahead.

If youโ€™re 73 or older, your required minimum distribution (RMD) is due before the end of the year! What are your plans f...
10/14/2026

If youโ€™re 73 or older, your required minimum distribution (RMD) is due before the end of the year! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below. If you still aren't sure, let's have a conversation. Reach out, and we'll walk through your options.

Before you borrow, ask RBC Wealth Management.Through October 30, 2026, promotional fixed rates as low as 5.65% (5.73% AP...
10/06/2026

Before you borrow, ask RBC Wealth Management.

Through October 30, 2026, promotional fixed rates as low as 5.65% (5.73% APR), may provide a strategic way to access liquidity while keeping your investment strategy intact. From major purchases to business opportunities and home renovations, explore your options before making your next move.

How are you planning for your financial future? October is National Financial Planning Month. Take this opportunity to c...
10/01/2026

How are you planning for your financial future? October is National Financial Planning Month. Take this opportunity to create a financial plan or revisit an existing one. Contact me today, I'd love to support you along your financial planning journey.

Did you know steadily contributing to your 401(k) (or other workplace retirement plan) is one of the most important thin...
09/24/2026

Did you know steadily contributing to your 401(k) (or other workplace retirement plan) is one of the most important things you can do for your financial future?

Steady contributions. Smart planning. Long game. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

September is Life Insurance Awareness Month. Let's see how life insurance fits into your wealth plan, it may cost less t...
09/22/2026

September is Life Insurance Awareness Month. Let's see how life insurance fits into your wealth plan, it may cost less than you think.

Contact me to review your policy options or evaluate your current coverage to help protect your assets and your loved ones.

๐˜›๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ฐ๐˜ญ๐˜ช๐˜ค๐˜บ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ณ๐˜ฆ๐˜ฒ๐˜ถ๐˜ช๐˜ณ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฐ ๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ช๐˜ท๐˜ฆ ๐˜ค๐˜ณ๐˜ฆ๐˜ฅ๐˜ช๐˜ต, ๐˜ฑ๐˜ณ๐˜ฐ๐˜ฑ๐˜ฆ๐˜ณ๐˜ต๐˜บ ๐˜ฐ๐˜ณ ๐˜ด๐˜ฆ๐˜ณ๐˜ท๐˜ช๐˜ค๐˜ฆ๐˜ด ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ข๐˜ฏ๐˜บ ๐˜ญ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ณ ๐˜ฐ๐˜ณ ๐˜ฃ๐˜ข๐˜ฏ๐˜ฌ ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ๐˜ด ๐˜ฐ๐˜ง ๐˜™๐˜‰๐˜Š, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ค๐˜ญ๐˜ช๐˜ฆ๐˜ฏ๐˜ต ๐˜ฉ๐˜ข๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฉ๐˜ฐ๐˜ฐ๐˜ด๐˜ฆ ๐˜ข๐˜ฏ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ท๐˜ช๐˜ฅ๐˜ฆ๐˜ณ. ๐˜ˆ๐˜ฏ๐˜บ ๐˜จ๐˜ถ๐˜ข๐˜ณ๐˜ข๐˜ฏ๐˜ต๐˜ฆ๐˜ฆ๐˜ด, ๐˜ธ๐˜ข๐˜ณ๐˜ณ๐˜ข๐˜ฏ๐˜ต๐˜ช๐˜ฆ๐˜ด, ๐˜ฐ๐˜ณ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ฅ๐˜ถ๐˜ค๐˜ต ๐˜ฃ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ง๐˜ช๐˜ต๐˜ด, ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ฃ๐˜ฆ๐˜ฏ๐˜ฆ๐˜ง๐˜ช๐˜ต๐˜ด ๐˜ข๐˜ญ๐˜ญ๐˜ฐ๐˜ธ๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜ณ๐˜ช๐˜ฅ๐˜ฆ๐˜ณ๐˜ด, ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ญ๐˜ข๐˜ช๐˜ฎ๐˜ด-๐˜ฑ๐˜ข๐˜บ๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ข๐˜ฏ๐˜บ.

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could...
09/17/2026

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could be lower than you think.

Learn more about how strategic borrowing could work for you. https://bit.ly/4izc628

On Friday, 9/11, along with others from  , I participated in a 9/11 Day Meal Pack event, which was to be the largest sin...
09/14/2026

On Friday, 9/11, along with others from , I participated in a 9/11 Day Meal Pack event, which was to be the largest single-day meal pack in history โ€” packing 18 million meals for families in need across 50+ U.S. cities.

9/11 Day began with one simple yet powerful idea: Letโ€™s transform the anniversary of one of our darkest days in history into Americaโ€™s largest day of doing good. Now nearly 25 years later, thatโ€™s whatโ€™s happened!

https://bit.ly/46TNqu2

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/13/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

And, go BEARS! Hoping for a win today in honor of my grandpa, a lifelong Bears fan!

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Two Mid America Plaza, Suite 500S, Oakbrook Terrace
Villa Park, IL
60181

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