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.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
What kind of auto insurance should you have? Do you know?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
A few strategies that may help you prepare for the cost of higher education.
Read this overview to learn how financial advisors are compensated.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about cyber liability insurance in this entertaining video.
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?