When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.

You don’t need to hit the jackpot to create financial security and prepare for the future. If you make smart decisions, exercise discipline, and tap into the resources offered by your employer, your 9-to-5 can be a source for wealth building.

Have you noticed that many businesses are now passing credit card fees onto the customer?

You deserve to feel safe and secure, especially in your own home. Use common sense and the tips we offer here to reduce your chances of becoming the victim of a theft or burglary.

If you’ve been a long-time investor, you’re probably experiencing deja vu - after all, this is not the first time we’ve had a bear market.

Would you believe it if someone told you there’s an upside to inflation? When prices are on the rise, so are rents and property values, and that benefits homeowners.

The easiest way for hackers to gain access to your personal accounts is by guessing or stealing your passwords, and the easiest way to keep them out is by creating strong passwords and keeping them secure.

The last time we saw rising interest rates like we’re seeing today was around 2005, so if you’re 37 years old or younger, this is the first time you’ve been through this kind of economy as an adult. For perspective, watch our video, “You’re Not Alone.”

Women today are far more likely to be the head of household and manage their own finances than in previous generations. If you’re a woman who plans to retire solo, these six financial strategies are for you.

What exactly are these “I bonds” everyone has been talking about lately? For starters, they are government-backed, and they’re currently paying better rates than many other investments.

While developing your estate plan to pass on investments, cash, real estate, and more, don’t forget to plan for your digital valuables too.

On this episode of Discuss with Russ, Russell talks with Scott Richards, employee benefits broker and strategist with Hilltop Strategies, about rising health insurance expenditures due to Covid and the various individual health insurance plan options available in 2022.

Unfortunately, rising costs are placing higher education out of reach for many American young people. This is why it’s important for parents to do what they can to help their college-bound children find help paying for college.

If you want to avoid losing track of your financial goals, it’s important to not spend recklessly while on vacation. Here’s how you can set a spending limit for your summer vacation and still have a fun-filled, unforgettable time.

Russell Rivera, CFA, CFP, talks with Ross Karp, CLTC, founder and president of 3P Insurance Services, about managing personal financial risk with life and long-term care insurance.

Most people will experience some degree of cognitive decline or memory impairment as they age. It’s an unfortunate reality of life, but one that should be expected and planned for accordingly, especially when it comes to managing finances.

The love and affection pet lovers experience is priceless, but your wallet may be in for a bigger hit than you expect. Before bringing home a furry companion, consider both the benefits and the potential expenses.

Special needs trusts are a way family and others can help provide for the needs of a disabled individual while protecting their access to government benefits.

Learn about how auto insurance rates are calculated and choosing appropriate coverage limits, how an umbrella liability policy can give you additional protection from loss, homeowners insurance coverage areas you might need to add to your policy, as well as cyber liability and a few types of insurance you may not have even known were available.

While money is simply a tool, people associate different meanings to money based on their own personal experience and money psychology. It’s important to ask whether your money beliefs are serving the pursuit of your financial goals or working against you.