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Many families learn too late that their power of attorney is outdated, hard to locate, or never shared with the people who need it. This video explains how that delay can complicate simple financial tasks during emergencies. Watch to understand how this simple tool supports your family and reduces stress during uncertain moments.

Caring for a parent or relative changes your life financially and emotionally. This article explores the real costs of caregiving, tools like tax breaks and workplace benefits, and ways to protect both what matters: your loved ones and your own well-being.

Timing can have a major impact on your long-term financial outcomes, especially when it comes to Roth IRA conversions. In this episode, Russell Rivera explains why acting too early or too late could affect how much you pay in taxes over time. The video explores how to think strategically about timing.

The OBBBA’s 2025 updates to 529 plans expand how families can use education savings, from higher education to K–12 learning and career training, with more flexibility and increased withdrawal limits.

When winter routines slip, so can your energy, focus, and well-being. Learn how to combat seasonal sluggishness with simple habits that support your health and mindset—without needing a complete lifestyle overhaul.

Many year-end financial moves must be completed by December 31, not in March when taxes are due. This short video breaks down the key steps that can impact your 2025 planning and beyond. If you want to stay ahead and avoid last-minute pressure, it’s worth reviewing this now.

Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.

Medicare open enrollment is your annual opportunity to reassess your healthcare coverage. Learn what you can change, what to evaluate, and how to avoid higher costs or gaps in coverage before the window closes.

Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.