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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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Currency has been around for a long time. Here’s a quick history lesson.
Tips on insuring your teen driver.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Take a look at this 2017 Market Recap.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
2018 could be shaping up to be an interesting year.