How We Work
Our first priority is helping you take care of yourself and your family. 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.
Serving the Berks and Montgomery counties, Russo Financial Group has over 40 YEARS of financial experience. We offer Investment, Taxes and Insurance. Complimentary initial financial consultation, payroll services, bookkeeping and income tax preparation and income tax filing as Enrolled Agents with the IRS are some of the services that set us apart. As Enrolled Agents with the IRS we are qualified to prepare and file income taxes for individuals and businesses.
Helpful Content
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
5 Steps Toward Successful Business Exit Planning
An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.
Buying a Home
A look at what you need to think about when buying a home.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.