Russell Wealth Management

Planning Your Future Today

With increasingly complex and unpredictable financial markets and longer life expectancies, working with an investment professional is more important than ever.

With such an overwhelming number of investment options, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a highly trained and experienced professional who sees your total financial picture—someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.

While planning for the future is often a challenge, having an experienced advisor on your side can make the investing and financial planning process much easier.

Russell Wealth Management is aligned with LPL Financial to support us in supporting you. 

This video summarizes LPL Financial's experience and committment: http://lplfinancial.lpl.com/media/client_video.html

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

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