San Diego Financial Planner says “Tax Planning Isn’t Just For The Rich”
Andrew Russell CFP, Managing Partner of Dean Russell Roland was quoted in the New York Times on Saturday August 8th 2015 saying "Tax Planning Isn't Just For The Rich". He was asked to help with a story on how to extend savings without…
Dean Roland Russell – MONEY Magazine “Live Your Dreams”
Marc Roland, CPA, CFP of Dean Roland Russell (DRR Wealth) was chosen by MONEY Magazine to help a local family in San Diego/Temecula plan for their retirement and ultimately, their dream home. There are two important components to making a dream…
Community Involvement
Dean Roland Russell is a proud sponsor of the Community Resource Centers 2012 Autumn Equinox Event.
Mary Dean in NAPFA Practice Profile
Mary was quoted in the June 2012 issue of NAPFA Practice Profile.June NAPFA Advisor Profile Magazine.pdf
Highlights from San Diego CalCPA Seminar on Social Security
Here are some highlights from the one day class I attended on social security on 7/13/2012 plus classes in May at the NAPFA national convention:1. It used to be that Medicare and the Social Security full retirement age started at…
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