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.

In this video, Episode 26 of the Discuss With Russ series, Russell speaks with Tara Faquir, Co-Founder and COO of Trustate, an estate administrative services firm that helps executors navigate the complex and stressful process of settling the estate of a loved one.

Disaster can strike at any time. It’s vital that you think ahead and prepare for disaster recovery before the disaster happens in order to mitigate financial risk and minimize the emotional toll devastating loss can bring.

Cybersecurity is something many people don’t think they need to worry about beyond the obvious email scams. Not every company has its user’s privacy and security in mind, so you need to ensure that you are taking the necessary steps to protect yourself.

In Russell’s video “What’s Your Number?” he talks about the things you should keep in mind as you prepare for retirement. There are several factors to consider to maximize your retirement savings and ensure a secure future for yourself.

There are many things to think about as we approach a new tax season and continue to navigate this ongoing pandemic. Knowing how to improve your cash flow, contributing to your retirement, and acquiring the right assets will allow you to benefit as much as possible from your income.

The news about certain stocks being targeted by online Reddit boards is not a new story, but the methods certainly are. What the people on the boards are doing is not, for the most part, investing. They are speculating.

Although the stock market has continued to go up, at some point it will reach its apex and you should be sure your portfolio is prepared.

If you want to know how you can best use your money in the 2020s, watch this episode of Discuss with Russ to learn how to get clear on your financial situation, access your money habits, and create solutions to help you reach your money goals.

The holiday season is upon us and while our family gatherings may look quite different this year as a result of the pandemic, many of us still want to celebrate by indulging in our favorite traditional treats. In this video, Russell and nutritionist and wellness educator Amy Salman discuss helpful tips for remaining healthy and happy throughout the holiday season and into the new year.

In this recorded webinar, The New College Landscape, Russell talks with Aaron Shipp of The Ivy Edge about the changing college admissions and financial aid landscapes.

Between higher tax rates in the future to pay for COVID relief and likely lower Social Security payments, you may want to consider a Roth conversion to get in on what may be lower tax rates now.

In this video, Russell talks with Jack Craven of Media CPAs about what you need to be aware of if you have not yet filed your tax returns, and share helpful tips on how to get the process started.

In this video, Russell along with guest, mental health, and relationship expert, Justin Lioi, discuss the new challenges of parenting during the current pandemic and share with you ways to manage the added stress during these unprecedented times.