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Oct 26, 2020

There are reports of an “uptick” in the number of people wanting to create their estate plan before January because of rules Joe Biden may push Congress to change. Russ talks about if it makes a difference whether we estate plan now or later plus, the different options to cover the costs of long term care.


Oct 19, 2020

In 1987 the Dow lost over 22% value in one day. What would it mean for someone who’s nearing retirement age if a crash like that happened today? Russ talks about the potential implications. Plus, as the “middle-class millionaire” population grows, what needs to change about our financial planning and...


Oct 12, 2020

When planning out your retirement, these areas can potentially ruin your financial future. Russ lists them out so that you can be wary of them creeping into your plan.


Oct 5, 2020

The idea of “guaranteed” pension payments is what you want, but what if the company has financial problems in the future. Russ talks about potential options, plus how much money to keep in the market as you get closer to leaving the workforce.


Sep 28, 2020

As state governments scramble to balance their budgets, some plan to do it by raising taxes. Russ explains ways you can use a Roth account, to help lower the taxes you’ll have to pay in retirement… in some cases, all the way down to zero.