Financial Wellness
Russell Rivera
Shred, Save, or Toss? How to Handle Your ...

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.

Shred, Save, or Toss? How to Handle Your Financial Documents
Retirement Planning
Crystal Lee Butler, MBA
401(k) Tune-Up: Steps to Optimize Your ...

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.

401(k) Tune-Up: Steps to Optimize Your Retirement Savings
Financial Wellness, Lifestyle
Russell Rivera
Financially Savvy Home Renovations: Plan, ...

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.

Financially Savvy Home Renovations: Plan, Budget, and Build
Financial Wellness
Russell Rivera
Leaving the U.S.? Your Medicare Coverage Might ...

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.

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
Videos, Financial Wellness
Russell Rivera
Buying a Home: Dream or Reality?

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.

Buying a Home: Dream or Reality?