Michael Dukovich

Senior Vice President - Financial Advisor - Director's Council - Consulting Group at RBC Wealth Management. Legal:

[Michael Dukovich @MikeDukeRBC]

Golf ambassador Adam Hadwin is proud to wear RBC on his sleeve because he knows it represents excellence and trust. Adam says #TeamRBC goes above and beyond.
#AdamHadwin

[Michael Dukovich @MikeDukeRBC]

Check out how this commercial expresses that wealth can mean something different for everyone. It's such a personal vision and one I strive to bring to life with each of my clients.

[Michael Dukovich @MikeDukeRBC]

Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

[Michael Dukovich @MikeDukeRBC]

The beginning of the year is the perfect time to set goals for the months ahead. Contact me to discuss the steps you can take to bring your financial goals to life.

[Michael Dukovich @MikeDukeRBC]

Did you know love and money don’t have to be a point of contention? Saving isn’t just about money. It’s about enabling your family’s goals and dreams. Show your loved ones how much you care and let’s start a conversation about shared finances.

[Michael Dukovich @MikeDukeRBC]

Set clear financial goals to feel healthier and happier in the new year. Check the pulse on your long-term financial health and reach out to me for simple steps to keep you on the road to financial wellness.

[Michael Dukovich @MikeDukeRBC]

Did you know that finances and health go hand-in-hand? Just as investment strategies depend on your age and goals, health considerations change with age too. Let’s talk about how your wealth plan can complement your health goals.

[Michael Dukovich @MikeDukeRBC]

Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.

[Michael Dukovich @MikeDukeRBC]

If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.

[Michael Dukovich @MikeDukeRBC]

Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed.

[Michael Dukovich @MikeDukeRBC]

With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.

[Michael Dukovich @MikeDukeRBC]

Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan.

[Michael Dukovich @MikeDukeRBC]

The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.

[Michael Dukovich @MikeDukeRBC]

It’s time to wrap up and pin down all the milestones you achieved this year. Keep your WealthPlan on track for the new year. Contact me for help.

[Michael Dukovich @MikeDukeRBC]

Before the end of the year, learn how you may be able to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.

[Michael Dukovich @MikeDukeRBC]

Did you know each gift of up to $17,000 is excluded from gift taxes? This is a great way to help a relative with medical bills or gift your child or grandchild money that they can use to fund their IRA ($6,500 per year).

[Michael Dukovich @MikeDukeRBC]

Looking to make some year-end donations? Now is the perfect time to review your charitable giving, legacy, and wealth planning goals. Contact me today to explore the benefits of strategic giving.

[Michael Dukovich @MikeDukeRBC]

Want to help raise money-savvy adults? Reach out to me for financial education resources for youth, teens and young adults.

[Michael Dukovich @MikeDukeRBC]

Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.

[Michael Dukovich @MikeDukeRBC]

During the end of the year, people often think of philanthropy. RBC Wealth Management’s charitable giving checklist can help you go from inspiration to realization of your philanthropic vision. Message me today to receive your copy.