Archive for March 2025
Avoiding Financial Mistakes in Divorce
Divorce is a challenging and often emotional process, but navigating the division of financial assets can be one of the most complex aspects. Oversight while splitting financial assets can result…
Read MoreBuilding a Lasting Legacy: Strategies for Multigenerational Wealth
Legacy planning isn’t just for older generations. Engaging every family member helps preserve not just wealth but also essential financial knowledge and habits. However, common mistakes can erode generational wealth…
Read More2025 Retirement Plan Contribution Limits
As you plan for your retirement goals in 2025, it’s important to identify opportunities to maximize yourretirement savings. Whether you’re looking to lower your taxable income this year or set…
Read MoreMarket Swings & Your Portfolio: What Really Matters
You’ve seen the headlines—market selloffs, recession worries, and trade tensions have investors on edge. But here’s the thing: Market moves like this aren’t new, and they certainly aren’t the end…
Read MoreMarch Market Insights & Strategies for Volatile Times [Matt’s Minutes March 2025]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent market volatility and its impact on the economy, focusing on tariffs, trade wars, and inflation. He stresses the…
Read MoreNavigating Financial Uncertainty Amid Federal Layoffs
We know the news surrounding federal layoffs is unsettling, and if you’re feeling uncertain about what comes next, you’re not alone. Change like this can be overwhelming, but please know…
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