Insights, Advice, and Conversations to Shape Your Financial Future

DISCUSS WITH RUSS

“Discuss With Russ” is your go-to resource for navigating the complex world of personal finance. Whether you’re looking to manage risk, seize new opportunities, or avoid common financial pitfalls, our blog offers insights to help you succeed at every stage of your financial journey.

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Education Planning Crystal Lee Butler, MBA Education Planning Crystal Lee Butler, MBA

Why College Savings Plans Shouldn’t Be One-Size-Fits-All

Balancing college savings with other financial priorities can be tricky, especially if you're also approaching retirement. This episode of Sidewalk Talk explores two real-world cases where college funding plans had to adapt. From over-saving concerns to rethinking investment strategy, it’s all about aligning goals. Watch to see how personalized planning makes a difference.

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