Skip to content

Call us! 517.435.4040

client experience | fidelity login     

richmond-brothers-white-outline
Menu
  • Services
    • Medicare
    • Our Philosophy
  • Who We Are
    • Our Team
    • Core Values
  • Attend an Event
  • Resources
    • Blog
    • Media
  • Form CRS
  • Schedule a Visit
  • Client Experience
  • Fidelity Login
Menu
×
  • Services
    • Medicare
    • Our Philosophy
  • Who We Are
    • Our Team
    • Core Values
  • Attend an Event
  • Resources
    • Blog
    • Media
  • Form CRS
  • Schedule a Visit
  • Client Experience
  • Fidelity Login

Archive for July 2024

New presidential candidate, global IT outage, volatility, oh my!

By Richmond Brothers | July 25, 2024 | 0

A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took…

Read More

Beware of this rule if you have a Roth 401(k) [Richmond Refreshers]

By Richmond Brothers | July 23, 2024 | 0

If you have either converted your company’s retirement fund from a 401(k) to a Roth 401(k) or are considering doing so, make sure to tune in! Associate Financial Advisor, Steve…

Read More

How to build your fiscal fitness [Richmond Refreshers]

By Richmond Brothers | July 16, 2024 | 0

Making small changes to how you perceive (and then approach) your financial goals could be the missing link to your success! Here are some tips from our Senior Financial Advisor,…

Read More

Avoiding Charitable IRA Beneficiary Mistakes

By Richmond Brothers | July 15, 2024 | 0
Gifting

Designating a nonprofit organization or charity as a beneficiary of your estate is admirable. However, although their tax-exempt status makes IRAs ideal for charitable gifting, some complexities may arise during…

Read More

Early Access to Retirement Accounts: Avoiding the 10% Tax Penalty

By Richmond Brothers | July 9, 2024 | 0

With recent changes under the SECURE Act and SECURE Act 2.0, there are more exceptions than ever before to access retirement accounts early without the 10% penalty. While tapping into…

Read More

Got FOMO? [Matt’s Minutes July 2024]

By Richmond Brothers | July 2, 2024 | 0

Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, highlights the starkly contrasting market headlines that are currently out there. What strategies can you use to help manage FOMO and…

Read More

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

Archives

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022

Categories

  • Advisor
  • Staff
  • Uncategorized

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Privacy Notice | Terms of Use | Disclosure

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

richmond-brothers-white-outline

Contact

Phone: 517.435.4040
Fax: 517.905.6030
Email us!

Our Location

3568 Wildwood
Jackson, MI 49202
Located at the Jackson County Airport
Get Directions

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

Call Now Button