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.
We’re here to provide actionable strategies and thoughtful guidance to help you take control of your financial future.
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The Importance of Updating Your Beneficiaries
If you have an investment account with any beneficiaries who are deceased, be sure to update them to specify the living individuals who you want to receive the account. This will save you time and trouble long-term.