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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Why It’s Important to Designate a Power of Attorney
While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution. Without one, your loved ones can face unnecessary stress and hardship.
Checklist for Estate Planning: Review Estate Planning Documents
Because your estate is continuously changing and the circumstances that affect your estate can shift over time, it is important to keep a close watch on your estate plan and make adjustments as needed. This checklist can help you cover all the bases.