If you have an investment account with any beneficiaries who are deceased, be sure to update them to specify the living individuals who you want to receive the account. This will save you time and trouble long-term.
Videos
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.
Financial Wellness
Spring cleaning isn’t just about your closet. This season, take the opportunity to reset your financial life, align your goals, and create a more organized path forward. A little effort now can set you up for success.
Videos
Tax season doesn't have to be a last-minute scramble. With smart, year-round planning, you can reduce stress, stay organized, and make tax time work for you—not against you.
Financial Wellness
How much are your subscriptions really costing you? You might be surprised to learn the answer. Discover simple ways to regain control of your digital life and your wallet.
