What comes to mind when you think of a bank? Probably a lot of people in tailored suits walking around a way-too air-conditioned building—or, at least, that’s what I think of. Banks can be intimidating places but not just because of the chilly air. Big banks often have many fees associated with them such as… [Read More]
In this video, I share some important Social Security tips for women. While only part of your overall retirement plan, Social Security can play a big role. Transcript of Video: Hi, I’m Russ and today, in this video, I’m going to share with you the three most common mistakes that women earning over $100,000 make… [Read More]
Do you have a wealth management team? Many people DIY their finances or work with just one professional. The truth is that putting together a team of specialists who work together to build a streamlined financial plan for you can be beneficial for many different reasons. When you have specialists who focus on different elements… [Read More]
Many people don’t think of money as a tool. So one of the first questions that I ask a new client when we sit down to begin the financial planning process is why is money important to you? Watch the video below to learn how I view money as a tool, and how you can… [Read More]
The truth is, everyone’s financial situation is different. It’s tough to predict whether you’ll have enough, or whether you’re doing enough, in one blog post. However, if you take a few steps back to evaluate your goals, and work backward to create a plan – you’ll be able to start piecing together a strategy that helps to make sure you’re doing “enough” now to prepare for a fulfilling future.