Discuss with Russ

High income doesn’t guarantee financial security. Discover why emergency planning matters and how to create a safety net for when life takes a turn.

Struggling to log in to your Social Security or Medicare account? A new federal login system may be to blame. Learn what changed, why it matters, and how to stay connected to the benefits you rely on.

Summer should be a time to relax, not stress over logistics and costs. Learn how to map out your child’s summer activities while managing expenses in a way that supports your family's bigger financial picture.

Financial planning is often framed as spreadsheets and returns. But real progress usually starts somewhere else. Russell shares why breaking through emotional barriers is often the first step toward reaching your financial objectives.

Most people set their insurance and forget it—but your life, risks, and financial responsibilities aren’t standing still. This guide walks you through a full insurance review to help ensure your coverage still aligns with the life you're living today.

When money becomes a secret instead of a shared plan, relationships suffer. This article explores what financial infidelity looks like, why it happens, and how couples can begin the process of repair, financially and emotionally.

Ever catch yourself stressing over a five-dollar decision? This video challenges the idea that every small purchase deserves the same level of attention. It offers a simple way to think about everyday spending in the context of your full financial picture. Watch to see how this mindset can make money decisions feel less heavy.

Used thoughtfully, credit cards can do more than simplify payments. This article examines how disciplined credit card strategies can enhance financial structure, preserve liquidity, and support long-term planning goals.

A strong financial plan needs regular attention. This video explains why annual reviews help ensure nothing is missing or outdated. Russell shares a story of how an annual review helped locate a client’s lost retirement account worth over $100k.

Think your retirement savings are all accounted for? Maybe not. An estimated 31.9 million 401(k) accounts have been forgotten, often costing savers more than they expect. Find out how to recover lost accounts and prevent future losses.