Archive for November 2024
The power of compounding
The power of compounding emphasizes the profound impact of small contributions over time. If offered a million dollars or a penny that doubles every day for 30 days, would you…
Read MoreHow much control do you want over your heirs’ inheritance?
When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance how you’d want them to? There are options available for…
Read More2024 Holiday Matching – DEADLINE EXTENDED
We haven’t quite reached 100% of our goals for this year, so we are extending our deadline to Friday, December 20. Please help us us to double the impact for…
Read MorePresident Trump wins. Now what?
President Trump has won reelection; what does that mean for investors? Let’s discuss. As of writing, Republicans have won the White House and a Senate majority, and may win a…
Read MorePlanning for HSA Distributions
Health Savings Accounts (HSAs) offer tax benefits that can help you save for future healthcare costs. But how do you access the funds for out-of-pocket medical expenses once you’ve started…
Read MoreWhat drives the markets during election season? [Matt’s Minutes November 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the significance of the upcoming elections while emphasizing that markets are primarily driven by economic fundamentals rather than political outcomes.…
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