David Russo - Mutual of Omaha

06/25/2026

A small amount of planning today can make a big difference for the people you love. Explore this free end-of-life planning tool.

Mutual of Omaha’s end-of-life planning tool is a free resource that makes it simple to document and share your wishes from the comfort of your home.

06/24/2026

Your Social Security full retirement age (FRA) is when you’re eligible to receive your full calculated benefit. For many people, that age falls between 66 and 67, depending on birth year. Knowing your FRA can help you understand how claiming earlier or later may impact your monthly income.

Find your Social Security full retirement age by birth year and understand how it affects benefits, income timing, and decisions.

06/22/2026

When it comes to life insurance, trust and reliability matter just as much as coverage.

This article highlights why Mutual of Omaha continues to be recognized as a top life insurance provider, from strong financial stability to high customer satisfaction and a simple, supportive claims process.

If you have questions about your current coverage or are exploring your options, I am here to help.

Mutual of Omaha was ranked #1 in Customer Satisfaction among Individual Life Insurance Providers in the J.D. Power 2025 U.S. Life Insurance Study.

06/22/2026

A summer trip to one of our country’s national parks is a time-honored tradition. Click on the link to explore Wild Kingdom Co-Host Peter Gros’ favorite parks, get smart tips for making the most of the outdoors, see what to pack before you go and more. https://mutualofomaha.co/4dCrrw0

06/22/2026

Relying on a single source of wealth can create risk over time.

This episode of Make It Personal explores why building financial resources outside of your business can support long-term independence.

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

06/19/2026

A 401(k) is a great starting point for retirement, but it may not be enough on its own.

While these accounts offer valuable tax advantages, they often come with contribution limits and a limited range of investment options. Expanding beyond your employer-sponsored account can create more flexibility, additional growth opportunities, and stronger long-term protection.

This article breaks down why a more well-rounded approach matters.

06/18/2026

If your business disappeared tomorrow would your financial security disappear with it?

This episode of Make It Personal discusses building wealth beyond the business.

🔗 Learn more: https://mutualofomaha.co/3Sfrply

06/17/2026

The maximum Social Security benefit is the highest monthly amount someone can receive, but qualifying depends on lifetime earnings, years worked, and when benefits begin. While some retirees may receive over $5,000 per month, reaching the maximum typically requires decades of high earnings and specific claiming decisions.

Learn what the maximum Social Security benefit is, how claiming age affects the highest possible payment, and what factors determine whether someone qualifies for the maximum benefit.

06/16/2026

Burial insurance for seniors offers smaller policies with simplified or guaranteed acceptance for end-of-life costs. Life insurance provides broader protection with higher payouts.

Some seniors wonder whether burial insurance or life insurance is the better fit for final expenses. Both provide a payout, but serve very different purposes.

06/15/2026

More people over 50 are redefining what work and retirement look like—and for many, that includes starting new businesses or pursuing second careers.

This AARP article highlights how experience, skills, and perspective can become powerful advantages for entrepreneurs later in life.

In my field of work, I see this shift often—retirement isn’t always a stopping point anymore, but a transition into something new. That’s why it’s so important to build financial strategies that support flexibility, income options, and long-term security.

Whether you’re thinking about slowing down, starting something new, or simply planning your next chapter, having a clear financial plan can make all the difference.

Over-50 entrepreneurs leverage their experience to launch innovative start-ups, proving age is an asset in today’s business landscape