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
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.