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

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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