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At Kennedy Wealth Management, we empower you with the knowledge to make informed decisions about your financial future.
Plan for a fulfilling retirement! Achieve the lifestyle you envision in retirement by understanding the financial strategies that support your goals. From maximizing income streams to ensuring tax efficiency, our approach helps you retire with confidence.
Tax Optimization: Learn how to reduce your tax burden through smart allocation of assets and income.
Tax Planning Strategies, Navigator, RBC Wealth Management.
Longevity Planning: Explore ways to align your wealth with your long-term health and lifestyle aspirations.
Cracking the Aging Code, Global Insight, RBC Wealth Management.
Investment Strategies: Build a portfolio that balances growth and security for your retirement years.
Plan for tomorrow, today. Simplify your estate and create a lasting legacy. We guide you through the essential steps to ensure your wishes are honoured and your wealth transitions smoothly to the next generation.
Wills and Will Planning: Maintain and update your will to reflect your evolving priorities.
Maintaining Your Will Throughout Your Lifetime, RBC Wealth Management
Digital Afterlife: Protect your online presence by planning for your digital assets.
Planning For Your Digital Afterlife, RBC Royal Trust
Executor Readiness: Understand the responsibilities of your executor to ensure that they’re prepared.
Executor Duties Checklist, RBC Wealth Management Executor Job Description, RBC Royal Trust
Family Inventory: Use our guidebook to organize your financial and personal information for easier estate transitions. Also, a helpful tool to keep everyone up to date along the way.
The Family Inventory Guidebook, RBC Wealth Management
Additional Resources:
Estate Planning, Planning for tomorrow, today
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