The CPA... Never Underestimate The Value! Tony Russo has over 40 YEARS of Experience. Please contact him with any questions and concerns regarding accounting and tax issues.
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Michael Russo through his affiliation with Avantax Investment Services.. Accounting & Taxes offered by Anthony Russo, CPA.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The earlier you start pursuing financial goals, the better your outcome may be.
In this article, explore the benefits of the Federal Student Grant Program.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Make your retirement as exciting as your next vacation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.
Even low inflation rates can pose a threat to investment returns.
Learn about what risk tolerance really means in this helpful and insightful video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.