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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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Talking to the Next Generation About Financial Choices: Be Relatable

Regardless of income or wealth status, one thing is clear for families preparing to teach their kids about money practically: there is no “right” way. In this Discuss with Russ, Maurice Redhead, President of Martin Bridge Accounting, talks to Russ about how to get kids involved in financial decisions, how to make it fun, and the importance of doing both of these things early.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Getting Married? Let’s Talk About Divorce

No matter how in love or idealistic you are, marriage is a contract and a prenuptial agreement is like insurance designed to protect you and your contributions to the marriage. And if you are already married, there are some reasons you may even want to consider a post-nuptial agreement.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Preparing Your Will As a New Parent

Most parents with new and growing families assume they have plenty of time for estate planning and preparing a will, often putting the tasks off and putting their loved ones at risk for far too long. Not only can we never predict the timing of death, but there are also important special considerations that families with younger children need to take into account when preparing a will.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Smoothing the Estate Transition

In this video, Episode 26 of the Discuss With Russ series, Russell speaks with Tara Faquir, Co-Founder and COO of Trustate, an estate administrative services firm that helps executors navigate the complex and stressful process of settling the estate of a loved one.

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Videos Crystal Lee Butler, MBA Videos Crystal Lee Butler, MBA

Preparing For and Recovering from Disasters

Disaster can strike at any time. It’s vital that you think ahead and prepare for disaster recovery before the disaster happens in order to mitigate financial risk and minimize the emotional toll devastating loss can bring.

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Financial Wellness Crystal Lee Butler, MBA Financial Wellness Crystal Lee Butler, MBA

The Fear is the Worst of It

Fear can be a great motivator—to freeze and do nothing. And when you freeze, it pays to have a professional who will guide you through the issues, whatever they might be, with rationality and experience to get you moving in the right direction.

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