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
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Glossary of Scam Terms
A helpful glossary of current scams.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Resolutions to Help Build Financial Independence
Pursue financial independence next year with a few simple but empowering resolutions.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
View all articles 
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?