Broker Check

3277 West Ridge Pike
Suite C302
Pottstown, PA 19464

Russo Financial Group

484-791-3602

 
Perception vs. Reality Rightsizing for Retirement To Buy or Not to Buy Women and Retirement Charitable Giving: Smart from the Heart Ready for Retirement? Retiring the 4% Rule How to Retire Early It May Be Time for a Financial Checkup Tuning Your Social Security Benefit A New Way to Look at Your Bucket List

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more

The CPA... Never Underestimate The Value!   Over 40 YEARS of Experience.    

  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.

Helpful Content

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

View all videos arrow