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
Building Your Legacy
A four-step framework for building a personal legacy.
Don't Delay an Important Discussion
Talking about money shouldn’t be taboo. Learn about starting financial conversations across the generations in your family.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Ways to Manage Your Money and Taxes in Retirement
Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.
7 Questions to Consider in Retirement
Explore these must-ask questions for pursuing and living out your dream retirement.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.