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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Planning Your Legacy & Your Family’s Financial Future
Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Money-Saving Tips to Build Wealth
Learn how to build wealth with short- and long-term financial goals, money-saving tips, and tailored investment strategies.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Planning for the Three Stages of Retirement
Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.