There are many things to think about as we approach a new tax season and continue to navigate this ongoing pandemic. Knowing how to improve your cash flow, contributing to your retirement, and acquiring the right assets will allow you to benefit as much as possible from your income.

If you are looking at a mountain of paperwork, you might be tempted to toss it in the trash, but doing so could cause problems down the road. Schedule some time to look at each document and sort them out.

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.

The news about certain stocks being targeted by online Reddit boards is not a new story, but the methods certainly are. What the people on the boards are doing is not, for the most part, investing. They are speculating.

Although the stock market has continued to go up, at some point it will reach its apex and you should be sure your portfolio is prepared.

Many couples consider money a taboo topic, but tiptoeing around the issue causes more harm than good. When it comes to money and marriage, talking about finances can be stressful, but it doesn’t have to be that way.

If you want to know how you can best use your money in the 2020s, watch this episode of Discuss with Russ to learn how to get clear on your financial situation, access your money habits, and create solutions to help you reach your money goals.

Reviewing the beneficiary designations for your life insurance and retirement accounts is an important part of estate planning. If you are not careful, your money could easily fall into the wrong hands or be subject to probate.

Much of what we claim to be unexpected is practically inevitable; we just can’t always predict when the time will come. It’s important to make it a priority to be prepared for anything by building a sufficient emergency savings fund.

You’ll never reach your retirement savings goal if you don’t start making progress towards it, and putting some tasks on autopilot practically does the job for you.

The holiday season is upon us and while our family gatherings may look quite different this year as a result of the pandemic, many of us still want to celebrate by indulging in our favorite traditional treats. In this video, Russell and nutritionist and wellness educator Amy Salman discuss helpful tips for remaining healthy and happy throughout the holiday season and into the new year.

Having too much without having too little cash on hand at the end of the year is a great balancing act. As the year draws to a close, take the necessary time to plan so you can relax and celebrate the holidays with confidence.

Putting off planning is the most common regret among retirees today. Setting a goal for yourself and working toward it incrementally and diligently is the best way to begin boosting your retirement savings today.

As a retiree, you’ve done well for yourself and your accumulated funds are a testament to your hard work. Proper and strategic end of year tax planning will allow you to further make the most of what you have.

The right data in the wrong hands can cause a great deal of damage to your reputation and your bottom line. The best way to protect yourself from a data breach is to be aware, pay attention, and take action quickly.

Many people are feeling a disconnect between the market’s current performance and the struggling economy. On the surface, it doesn’t make sense, but this explanation may help.

Unclaimed property is money that is rightfully yours. If it seems unlikely that you have money owed to you, think again; there is a good chance you may find forgotten funds waiting for you.

Unfortunately, financial scams are growing even more prevalent these days and can cause a great deal of harm. Your best defense against financial fraud is a good offense. Keep your usernames, passwords, and account data closely guarded.

In this recorded webinar, The New College Landscape, Russell talks with Aaron Shipp of The Ivy Edge about the changing college admissions and financial aid landscapes.