As you may or may not know, I had two family members pass away in 2024. I’ve written before, “Death is hell. Especially on the living.”  Dealing with the estate of someone who has passed can be hell to those who survive if a solid estate plan is not in place.

Ready to turn your financial stresses into a joint success story? Schedule a money date to navigate your finances as a team. Check out our guide on setting the right tone for a fruitful financial future together.

Financial clarity can transform uncertainty into confidence. In this video, Russell Rivera shares how a thriving entrepreneur balanced their personal and business finances for a stress-free year ahead.

Retirement planning is about creating a future that aligns with your values and goals. From deciding how to spend your time to managing your financial resources, these questions to ask yourself cover four important considerations.

Are you worried about your financial health as we head into 2025? Now’s the perfect time to review your plans and make last-minute adjustments so you can end 2024 strong and start 2025 out on the right foot.

The holidays can be overwhelming, especially when it comes to spending. In this video, Russ Rivera discusses how to avoid the financial hangover that often follows the season. If you've ever felt stressed about paying off holiday expenses, this is worth a watch.

Boost your financial literacy and health with apps tailored to track spending, save for goals, and monitor your credit score. Learn how leveraging these tools can make managing your finances easier and help you make smarter money decisions.

Embrace your finances with confidence! Our guide provides a month-by-month checklist to help you manage your finances so you can enjoy every moment.

As the holidays approach, many look forward to receiving a year-end bonus, but there’s more to it than just extra cash for gifts. Learn how to strike the perfect balance between having fun now and securing your finances for later.

Have you ever wondered how you can ensure your charitable contributions have a lasting impact? What if you could streamline your charitable giving while maximizing tax efficiency?

In our latest video, Russell Rivera delves into the emotional and financial complexities of separating from a long-term partner. Discover how targeted financial advice can make a significant difference.

How well do you understand the role of Required Minimum Distributions (RMDs) during your retirement years?

Retirement often brings a much-needed reduction in many of the expenses that eat into our paychecks during our working years.

Regularly reviewing your credit report is crucial for maintaining financial health. It provides insight into your financial behaviors and can help you spot fraud early. Keeping an eye on your credit helps ensure you’re ready for life’s big decisions.

Explore the potential benefits of refinancing high-interest debt. This strategic financial move could lower your payments and help you manage your budget better, offering a clearer path toward financial stability and independence.

As children leave home for college or careers, parents face the transition to an empty nest. This is an opportunity to reassess financial plans, embrace new hobbies, and repurpose your home to enhance your new lifestyle.

Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.

Discover how negativity bias affects financial decision-making and learn strategies to maintain a positive perspective.

Stay proactive with your financial planning. Collaborate with your CPA to understand tax implications and optimize your strategy.