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TAX SEASON IS HERE! PLEASE CALL TO SCHEDULE YOUR APPOINTMENT NOW
A vast majority of the tax legislation goes into effect in January 2018, so you as a tax payer, will see most of the differences when you file your 2018 taxes by April 2019. Nearly all of the tax cuts for households expire after 2025, while the tax cuts for corporations are permanent. Please call our office for an appointment to review any concerns you may have regarding your 2018 tax return.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Anthony Russo & Michael Russo through their affiliation with H.D. Vest.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.