We are into the 2nd month of 2025. This month is most notable for Valentine's Day - celebrating what we love and Black History Month. Holistic wealth management is a delicate balance of investing in yourself while also extending care to family, friends and community. Striking this balance isn’t only essential for your financial health but for personal fulfillment and strong relationships.
Investing in yourself
Prioritizing your well-being, financially and emotionally, is key to building a strong foundation that allows you to support others. A fulfilling life looks different for everyone. Often it is about finding a balance between work and rest; ambition and contentment; and relationships and solitude. Planning for the future as we age is a wonderful form of self-care. This one pager offers an average cost to care for yourself or a loved one's expenses. Planning for healthcare costs, can provide peace of mind. This article offers a care plan to help families understand and budget for long-term care. Planning for healthcare costs can provide peace of mind. We can review your plan to determine whether you are on track to prepare for these additional expenses.
Extending Care to Family, Friends and Community
Thoughtful planning allows you to uplift those around you while maintaining financial stability.
Supporting Family with Intention
Supporting the next generation to gain a solid financial education is a key part to a successful future.
Financial Literacy: Taking a generational approach: Equipping the next generation with the skills they need to be successful is often an ongoing focus. A solid financial education is a key part of a successful future. Contact us today to understand how we empower our next generation.
Giving Back with Purpose
Philanthropy is not just about large donations, small consistent contributions can create lasting change. Volunteering, supporting local businesses and mentoring are all meaningful ways to give back. The Navigator provides some examples of how you can contribute in a way you feel makes a positive impact. Structured charitable giving can also be a strategic tool for tax management and estate planning. If you are considering charitable giving, check out RBCs Giving Guide and book a meeting to explore your options.
Building Financial Confidence
Our team is here to help you feel secure in your financial plan and future. Through proactive wealth management, financial literacy education sessions and ongoing support. We work with you to set clear financial goals and to create a plan that aligns with your personal goals and values.
Last Call for RRSPs!
The final day to contribute to your RRSP for the 2024 tax year is March 3, 2025
Wishing everyone a happy and safe Family Day Weekend - enjoy the snow!
Hayes Vickers Private Wealth