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
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Glossary of Scam Terms
A helpful glossary of current scams.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Roadmap to Retirement: Tax & Investment Strategies
The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.
Retirement Savings in Three Phases of Retirement
It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.