Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Latest Blog Post

Your 4% Withdrawal Strategy May Not Be Enough

January 07, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you

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Featured Team Member

Anthony Russo, CPA

Tony has always had an interest in accounting, finance, and investments. After starting college at the University of Maryland, while in the United States Air Force, and later finishing at Albright College, he worked for a local CPA...

A.Michael Russo,CFP®, EA

I’m Mike Russo. I am a native of Berks County and live in Royersford, PA with my wife, Kate, and my two boys, Logan and Connor. I have been in the financial service industry since 2005 and earned my Certified Financial Planner...

Russo Financial Group

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Dreaming Up an Active Retirement

Related Content

Traditional vs. Roth IRA

Year-End Financial Moves to Maximize Your Momentum

Counteracting Capital Gains with Tax-Loss Harvesting