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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Year-End Moves to Help You Prepare for Retirement
Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprises
Making the most of surprises is a great reason to work with us.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.