Many year-end financial moves must be completed by December 31, not in March when taxes are due. This short video breaks down the key steps that can impact your 2025 planning and beyond. If you want to stay ahead and avoid last-minute pressure, it’s worth reviewing this now.

Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.

Ever feel like your money disappears faster than you can track it? In this video, Russell Rivera explores how using a cash-based budgeting system can help create stronger spending awareness.

Blended families often face hidden financial tension that traditional families might not. Different upbringings, spending habits, and priorities can lead to friction unless they’re addressed head-on. In this episode of Sidewalk Talk, Russell Riveria walks through why communication is key and where to start.

Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.

With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.

Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.

A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.

Rebuilding your life after divorce isn’t just emotional—it’s financial. In this video, Russell Rivera shares how a client took careful steps to protect her assets when entering a new relationship. With children and a settlement at stake, the right financial planning made all the difference.

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.

Planning a summer vacation that’s both fun and financially sound takes more than picking a destination. In this video, Russell Rivera shares how to align travel choices with what really matters—without overspending.

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.

As your life grows and evolves, it’s only natural for your financial situation to change as well—making it important to check in regularly and keep everything organized and on track. 

Social Security plays an important role in retirement planning for most Americans, providing a steady source of income in your later years. However, many individuals overlook the importance of regularly reviewing their Social Security Statement for accuracy and planning. 

Digital tools put nearly everything at our fingertips, from automated bill payments to infinite entertainment. We can access information, manage finances, and discover funny or inspirational content at any moment — something previous generations could only imagine.

Ready to turn your financial stresses into a joint success story? Schedule a money date to navigate your finances as a team. Check out our guide on setting the right tone for a fruitful financial future together.

Financial clarity can transform uncertainty into confidence. In this video, Russell Rivera shares how a thriving entrepreneur balanced their personal and business finances for a stress-free year ahead.

The holidays can be overwhelming, especially when it comes to spending. In this video, Russ Rivera discusses how to avoid the financial hangover that often follows the season. If you've ever felt stressed about paying off holiday expenses, this is worth a watch.