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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.