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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HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

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