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October 20, 2025 | Finucci Allen Smith Wealth


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Five Health Care Costs for Retirement, RBC Market Update and Understanding Inter Vivos Trusts.

Understanding Inter Vivos Trusts
We explain what an inter vivos trust is and key elements you should know.

RBC Market Update
Sarah discusses the importance of the quarterly reporting season in light of the U.S. government shutdown and China-U.S. trade tensions.

Five Health Care Costs in Retirement to Consider
To better prepare for retirement and the uncertainties of aging, here are the top five costs of care to consider when planning for your financial future.

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All the best,
Vito, Rachelle and Sarah