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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Estate Planning as a Family Unit
In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.