Joel Russo is a New Jersey native and has been in the financial services industry for more than 35 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement. Unlike many financial professionals, Joel specializes in the retirement market, "the over-50 crowd” and has dedicated his practice to educating this community with workshops on topics relating to income from the right sources, taxes in retirement, RMD pitfalls and legacy planning.
Joel's "Over 50" area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement issues. Joel's passion then became helping his clients to avoid some common retirement mistakes.
Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation in retirement.
Understanding that continued learning is essential to adapt and evolve in an ever-changing financial industry. Joel has been published in many articles over the years from Newsday, U.S. News and World Report and Yahoo Finance. Along with hosting educational events, Joel has authored a book titled “Amazing Retirement: The Retirement Specialist’s Guide to a Strong Financial Future.”
Joel and his wife, Gina, have three daughters and two grandchildren and reside in Ocean County, N.J.
Phone: 732-359-3990 | Email: info@njretirementplanning.com | Website: njretirementplanning.com
LinkedIn: www.linkedin.com/in/joel-v-russo
