She has been educating seniors with well established retirement funds, as well as individuals, in the beginning phases of retirement planning, for over 20 years in the Southwestern Area. She has lived in Mohave County for 24 years. Her experience started in Wellesley, Massachusetts in 1976. Her grandfather, Parkman Shaw, had a financial advisory in Brookline Mass., just outside of Boston.
Her fascination with her grandfathers work led her to her first job at 16, in the accounting department of a large Eastern Seaboard Company called Mitre Corporation. Shortly thereafter, a new opportunity arose in Southern California, which she did not hesitate to pursue. Ms. Russell resided and worked in Orange County, CA. in the business arena of accounting and tax preparation for 14 years.
Her fascination with her grandfathers work led her to her first job at 16, in the accounting department of a large Eastern Seaboard Company called Mitre Corporation. Shortly thereafter, a new opportunity arose in Southern California, which she did not hesitate to pursue. Ms. Russell resided and worked in Orange County, CA. in the business arena of accounting and tax preparation for 14 years.
Services
Time have certainly changed, rarely is an individual in 20 or 30 years of service with a particular company that offered a retirement plan and offer benefits. Many factors have contributed to this decline of security in retirement. As we are all aware, approximately 68% of Americans do not have savings for retirement.
Durable Financial and also the health care, which is better known as a DHC, durable health-care power of attorney, in case you should become incompetent? If you have all of the above, are the documents up-to-date? By having a simple review, and making sure that everything is in order, you can save yourself and your loved ones a lot of heart ache.
Tax Planning is the analysis of a Financial Situation or Plan from a tax perspective. The purpose of Tax Planning is to ensure Tax efficiency, with the elements of the Financial Plan working together in the most tax-efficient manner possible. Tax Planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
Tax liens and tax levies are serious business if you owe back taxes. Here's how they can affect you, as well as procedures we employ to remove a tax lien or tax levy. A tax lien is a claim the government makes on your property, including real estate and other assets, when you're past due on your income taxes.
Add an extra layer of protection for life's speed bumps. At Russell Financial, we offer a wide range of supplemental insurance policies to help you feel confident about your coverage. Help protect yourself with a policy that will pay you cash benefits to help with any unexpected expenses. Give yourself and your family the tools to cope financially if a positive diagnosis of cancer should ever occur.
Reviews (2)
Debi Ashton
Jul 29, 2020
Report
Dirk Nicks
Jun 11, 2020
Report
We are being audited for 2016 taxes.
Apparently, Russell Financial did not file our return for over 1-1/2 years after the extension that expired causing a massive charge in fees and penalties. We were not aware of this until the IRS told us.When we repeatedly asked for their help with the audit, we got no response other than I can't get to your records-sorry.The IRS wanted specific questions answered and since Russell the return, we can't figure out where they got their numbers.
Apparently, Russell Financial did not file our return for over 1-1/2 years after the extension that expired causing a massive charge in fees and penalties. We were not aware of this until the IRS told us.When we repeatedly asked for their help with the audit, we got no response other than I can't get to your records-sorry.The IRS wanted specific questions answered and since Russell the return, we can't figure out where they got their numbers.