Are you prepared for the future? Ensuring your estate plan reflects your current circumstances is crucial. Learn how regular reviews can prevent potential legal hassles and make sure your wishes are respected, no matter what life throws your way.
Money is a common source of stress in relationships. In this video, Russell Rivera shares how one couple balanced their differing financial habits and strengthened their partnership through a thoughtful financial plan.
Embrace your finances with confidence! Our guide provides a month-by-month checklist to help you manage your finances so you can enjoy every moment.
Are you making the most of your charitable contributions? Donor-advised funds (DAFs) could be the answer, offering significant tax benefits and the flexibility to support various causes over time.
Regardless of income or wealth status, one thing is clear for families preparing to teach their kids about money practically: there is no “right” way. In this Discuss with Russ, Maurice Redhead, President of Martin Bridge Accounting, talks to Russ about how to get kids involved in financial decisions, how to make it fun, and the importance of doing both of these things early.
Most parents with new and growing families assume they have plenty of time for estate planning and preparing a will, often putting the tasks off and putting their loved ones at risk for far too long. Not only can we never predict the timing of death, but there are also important special considerations that families with younger children need to take into account when preparing a will.
