Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.
401(k) Tune-Up: Steps to Optimize Your Retirement Savings
How to Enjoy Big Trips Without Overspending
Financially Savvy Home Renovations: Plan, Budget, and Build
Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
Buying a Home: Dream or Reality?
Your Financial Plan Is a Journey, Not a Destination
Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes
Smart Money Moves After an Inheritance or Windfall
A young professional suddenly received a trust fund but had no idea how to handle it. Should they invest? Pay off debt? Save for the future? In this video, Russ Rivera walks through the steps he took to help them create a solid financial plan—one that ensured their inheritance would last and work for them.