Receiving a pay raise or bonus is always a welcome event. Having a plan for what to do with the extra money will ensure you get the best benefit from it.

Learn what individuals and business owners can do between now and the end of the year to get into a favorable situation for filing taxes in the spring and how to prepare proactively for next year.

Whether you experienced a rough patch during the pandemic or more time at home in 2020 left you flush with extra savings, 2021 was a year of recalibrating. Take a moment to check in on the state of your finances heading into the new year.

As the winter season sets in, we often start to feel the need to slow down. While there’s nothing wrong with slowing your pace from time to time, the fact is, there are benefits to staying active during the winter.

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.

When it comes to educating our next generation on financial literacy, hosting a one-time seminar isn’t going to cut it. To make a real impact on our next generation, it’s going to take integrating finance, budgeting, and more concepts into the education system.

Shopping at locally owned small businesses is a great way to give your local economy a boost while enjoying more personalized service from members of your own community.

Security and peace of mind are much more desirable than extravagant holiday spending. If you want to enjoy the holidays this year and still meet your financial goals for the coming year, you’ll need to create a holiday budget and stick to it.

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.

Here are some ideas on how you can get the whole family involved with charitable giving, along with what you need to consider before you donate your time or money.

How do we improve financial outcomes and thus quality of life for our next generations? It’s simple: financial literacy education.

With the holidays fast approaching, don’t let the hustle and bustle of travel, shopping, and gatherings distract you from what’s best for you and your family. Here are some end-of-year money moves you’ll want to consider now.

There are many skills young adults need to successfully live on their own, and most parents have tried to prepare them for this big transition. To help you be sure your college student is ready, here’s our list of nine life skills your college students need to have.

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.

When your time comes to an end, you’ll leave behind expenses that need to be covered, and may also leave behind loved ones that need financial support. Be sure you understand your life insurance options, so you purchase the coverage that’s right for you.

Purchasing a vacation home may seem pretty straightforward — find a place, buy it, and start living your best vacation life. But in reality, just like owning a “regular” home, vacation homes come with many of the same considerations as homeownership of any kind.

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.

Whether you’re looking at health insurance, life insurance, disability, or retirement, the first step to maximizing your benefits is understanding what is available to you. Don’t let them go to waste.

With costs rising, families are looking for ways to save on necessities, not just for back to school but throughout the year. One way people do this is by taking advantage of their state’s tax-free weekend.

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.