Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.

Planning a summer vacation that’s both fun and financially sound takes more than picking a destination. In this video, Russell Rivera shares how to align travel choices with what really matters—without overspending.

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.

Pursuing your financial goals isn’t about reaching a single endpoint—it’s about committing to steady progress along a path that’s often unpredictable. The road to financial success is rarely a straight line; it’s filled with unexpected turns, challenges, and opportunities.

Taking the time to review your insurance policies is one of the smartest ways to protect your financial well-being. Life has a way of throwing curveballs—whether it’s a sudden storm, a plumbing disaster, or an unexpected medical diagnosis—and having the right coverage means you’re prepared for whatever comes next.

A young professional suddenly received a trust fund but had no idea how to handle it. Should they invest? Pay off debt? Save for the future? In this video, Russ Rivera walks through the steps he took to help them create a solid financial plan—one that ensured their inheritance would last and work for them.

As your life grows and evolves, it’s only natural for your financial situation to change as well—making it important to check in regularly and keep everything organized and on track. 

Social Security plays an important role in retirement planning for most Americans, providing a steady source of income in your later years. However, many individuals overlook the importance of regularly reviewing their Social Security Statement for accuracy and planning. 

Tax season doesn't have to be a last-minute scramble. With smart, year-round planning, you can reduce stress, stay organized, and make tax time work for you—not against you. Watch this episode of Sidewalk Talk where Russ Riveria explains how.

Digital tools put nearly everything at our fingertips, from automated bill payments to infinite entertainment. We can access information, manage finances, and discover funny or inspirational content at any moment — something previous generations could only imagine.

Money issues can strain any relationship, but they don’t have to. In this video, Russell Rivera shares how one couple used financial planning to turn tension into teamwork by aligning their goals and habits.

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.