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Let’s talk about Social Security! I promise, you want to listen up. Did you know the maximum benefit a 70 year old is collecting this year is nearly $4900/month? Over 20 years, that adds up to $1.2 million! That ain’t peanuts, but it does require proper planning. When it comes to Social Security, one wrong move can cut that sum in half. This is why our next Power Hour is all about Social Security. I’ll explain how to maximize your benefit, explain how Social Security works if you’re working, married, divorced, widowed, or collecting a pension. Then, we’ll walk through Medicare steps to take and explain how to sift through the extensive (and often overwhelming) options. RSVP DETAILS: Social Security & Medicare – All you need to know. April 23rd at 5:30pm via Zoom RSVP by emailing becky.vilk@rbc.com PS: Check out our other upcoming educational events here: https://us.rbcwealthmanagement.com/empowerhousefinancial/seminars-and-events #socialsecurity #medicare #financialeducation #peanuts
Did you see the eclipse this week? We sure did. It was the first chance in 44 years to see an eclipse like that one and we knew we couldn't miss it! Just like we know you shouldn't miss out on the 22-year highs we are seeing in interest rates right now. If you didn't watch our 1 min Empower House video on how to make your money work for you, check it out today before this opportunity passes you by. Here's the video and vlog: https://us.rbcwealthmanagement.com/empowerhousefinancial/blog/4989795-Cash-Throwdown-Challenge #eclipse #cash #invest #22 #totaleclipseoftheheart
It was a pleasure presenting for Mass General Hospital and Brigham & Women’s physicians about how to transition into retirement amidst change and tumult. This topic is so important in 2024. It’s an election year, we have multiple wars raging across the globe and closer to home, there have been changes in Massachusetts laws that you need to know about including adjustments to estate tax law in MA, the addition of the Massachusetts Millionaire Tax, as well as the changes that came with the Secure Act 2.0. All of this may scare you into putting money under your mattress but I am here to say, don’t do it! Instead, it is time to learn how to strategically invest during change as there are patterns during times like these. For example, war creates devastating humanitarian impact with long term implications, yet typically has only a short-term effect on markets. And investing during an election year is unique as well. (This will be the subject of my next 1-minute Empower House educational video coming out soon - be on the lookout!) If you’re a physician, there are additional considerations to know about. Message me for a link to the recording and of course, I am always here to chat about your personal plan and how together we can ensure you are ready for whatever changes may come. #doctor #physician #retirement #retirementplanning #change