Retirement Planning
Russell Rivera
Your Financial Plan Is a Journey, Not a ...

A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.

Your Financial Plan Is a Journey, Not a Destination
Insurance Planning
Russell Rivera
Is Your Insurance Keeping Up? How to Stay ...

Keeping your insurance updated ensures you’re ready for life’s surprises. This article explores why regular policy reviews matter and the key steps to keeping your coverage aligned with your needs.

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes
Videos
Russell Rivera
Smart Money Moves After an Inheritance or ...

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.

Smart Money Moves After an Inheritance or Windfall
Financial Wellness
Russell Rivera
Spring Clean Your Finances: 5 Easy Steps to Get ...

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.

Spring Clean Your Finances: 5 Easy Steps to Get Organized
Videos
Russell Rivera
Smart Tax Strategies to Save Money and Reduce ...

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.

Smart Tax Strategies to Save Money and Reduce Stress

Staying Healthy and Enjoying the Holidays

Staying Healthy and Enjoying the Holidays

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.