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Archive for February 2024

Time-Sensitive Tax Planning: 11 Changes to Know about Secure Act 2.0 [Richmond Refreshers]

By Richmond Brothers | February 26, 2024 | 0

2024 brings a wave of changes and little-known tax planning opportunities, including new rules affecting spousal beneficiaries! Dan Vredeveld, CFP, Senior Financial Advisor of Richmond Brothers, discusses 11 changes including…

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Why IRA Beneficiaries are more important than you may realize [Richmond Refreshers]

By Richmond Brothers | February 20, 2024 | 1

Which one takes precedence: a will or your IRA beneficiary form? Find out from Steve Kulchinski, MBA, Associate Financial Advisor, in this episode of Richmond Refreshers! Download the Beneficiary Form…

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Record Highs? Matt’s Minutes [February 2024]

By Richmond Brothers | February 6, 2024 | 2

Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent record highs in the market and the context on the significance of these highs. Will these translate to…

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Recent Posts

  • Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
  • Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
  • How could stagflation impact you?
  • Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
  • Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Recent Comments

  • Richmond Brothers on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Ruth Hammond on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED
  • Gail & Jeff Durham on 2024 Holiday Matching – DEADLINE EXTENDED
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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Richmond Brothers, Inc. is an SEC Registered Investment Adviser.

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