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

Trump Accounts for Kids: How Do They Stack Up?

Trump accounts may offer a useful starting point for some families saving for their kids’ and grandkids’ education, especially when government or employer contributions are available. This webinar covers how the accounts are structured, the tradeoffs that come with them, and how they may fit alongside other savings vehicles already available to parents and grandparents.

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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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