David Russo - Mutual of Omaha

David Russo - Mutual of Omaha My mission is helping people. I represent a strong and secure insurance company that has been helping our customers for more than 100 years.

My goal is to use insurance to help you reach your financial goals and plan for a secure future. To achieve your goals, we will work together through a process of discovery in several key areas. Only then, with the knowledge and understanding of your wants and needs, we will begin looking at options that make sense and shape recommendations based upon your feedback. In good and bad, you can have full confidence in Mutual of Omaha.

Many people think of age 65 as the traditional retirement age, but the amount of Social Security you may receive at that...
06/10/2026

Many people think of age 65 as the traditional retirement age, but the amount of Social Security you may receive at that age depends on several personal factors. Your earnings history, the number of years you worked, and the age you claim benefits all influence your monthly payment.

Read more in this article.

Learn how much Social Security you may receive at age 65, how benefits are calculated, and how claiming age can influence your monthly retirement income.

Understanding Medicare costs is one of the most important parts of planning for retirement, and deductibles are often wh...
06/09/2026

Understanding Medicare costs is one of the most important parts of planning for retirement, and deductibles are often where confusion starts.

This article from Mutual of Omaha breaks down how Medicare deductibles work across different parts of coverage and what you can expect to pay.

If you have questions about your coverage or want to make sure your plan aligns with your needs and budget, I am here to help.

Saving is only half the retirement journey. This article explains why having a retirement withdrawal strategy matters—an...
06/08/2026

Saving is only half the retirement journey. This article explains why having a retirement withdrawal strategy matters—and why many people feel unsure without one.

Learn why smart retirement withdrawal strategies help you turn savings into income, manage risk and spend confidently without fear of running out.

Go to Mutual of Omaha’s Wild Kingdom YouTube channel to find everything Wild Kingdom in one place — full episodes, video...
06/08/2026

Go to Mutual of Omaha’s Wild Kingdom YouTube channel to find everything Wild Kingdom in one place — full episodes, video shorts, podcasts and more! Click on the link to subscribe today. https://mutualofomaha.co/4vv00dp

Many people assume disability insurance benefits start right away, but that is not always the case.Depending on your cov...
06/05/2026

Many people assume disability insurance benefits start right away, but that is not always the case.

Depending on your coverage, that waiting period can range from about 7 days to 90 days or longer, which means having a strategy in place to cover expenses during that time is key.

This article explains the waiting period, also known as the elimination period, which is the time between when you are unable to work and when benefits begin.

The difference between helpful debt and stressful debt is rarely the interest rate. It is the intention behind it. Episo...
06/04/2026

The difference between helpful debt and stressful debt is rarely the interest rate. It is the intention behind it.

Episode 74 of Make It Personal takes a practical look at debt and leverage.

🎧 Watch here: https://mutualofomaha.co/4frixTg

Knowing when to apply for Social Security is an important part of building a reliable retirement income strategy. The ag...
06/03/2026

Knowing when to apply for Social Security is an important part of building a reliable retirement income strategy. The age you choose can impact your monthly benefit and how your retirement plan comes together over time. This guide explains key timing considerations and helps reduce confusion around the application process.

Learn when to apply for Social Security in 2026, how early you should file, and how long it takes to receive your first benefit payment.

Medicare decisions are not just about coverage, they are about timing.This AARP guide breaks down the key Medicare deadl...
06/02/2026

Medicare decisions are not just about coverage, they are about timing.

This AARP guide breaks down the key Medicare deadlines and enrollment windows that can impact your coverage, costs, and even potential penalties.

I often see how confusing these timelines can be. Medicare is not automatic for everyone, and the decisions you make around enrollment can have long-term financial implications.

Having a clear plan in place can help you avoid unnecessary costs and make sure your coverage aligns with your needs.

If you are approaching Medicare eligibility or have questions about your options, I am here to help.

As fewer and fewer retirees get their Medicare cards automatically, more face decisions that could affect their Medicare coverage and potential monetary penalties.

You’re not alone if the idea of spending in retirement feels stressful. Many retirees worry about making their money las...
06/01/2026

You’re not alone if the idea of spending in retirement feels stressful. Many retirees worry about making their money last—even when they’ve planned well. This article explores why that anxiety is so common and how thoughtful planning can help turn fear into confidence.

Discover helpful tips that can help you reduce anxiety about spending during retirement and get the most from this new chapter in life.

Protecting your future is not just about finances. Your health plays a major role in your overall plan, from retirement ...
05/29/2026

Protecting your future is not just about finances. Your health plays a major role in your overall plan, from retirement timing to long-term care considerations.

Taking a proactive approach, both financially and physically, can make a meaningful difference over time.

We have a commitment to corporate social responsibility that drives how we show up for our community, customers and associates.

Address

55 Merritt Boulevard, Ste 220
Trumbull, CT
06611

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