What do you do when your financial future could be impacted by someone else’s past? This video features a real-world client scenario where smart planning helped prevent potential setbacks.
Buying a Home: Dream or Reality?
Smart Money Moves After an Inheritance or Windfall
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.