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
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Glossary of Scam Terms
A helpful glossary of current scams.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.