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
Calculators

Cost of Retirement

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

Estate Taxes

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

Capital Gains Taxes

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

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Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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