Archive for April 2025
Is Now the Right Time for a Roth Conversion?
With markets bouncing around and tax laws constantly shifting, many investors are asking the big question:“Should I convert to a Roth IRA right now?” 👉 Watch this short video from…
Read MoreA fresh take on client conversations
At Richmond Brothers, we believe that teamwork truly makes the dream work. It’s more than a saying—it’s the foundation of how we serve our amazing family of clients. We’re always…
Read MoreAvoid These Common IRA Rollover Mistakes
Thinking about rolling over an IRA? Whether you’ve changed jobs, retired, or inherited an IRA from a spouse, it’s important to understand the rules before making any moves. An IRA…
Read MoreTaming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
Join Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his trusty sidekick Oliver, in this month’s edition of Matt’s Minutes as they break down the key financial highlights…
Read MoreSmart Way to Use Your Tax Refund for Retirement Savings
If a tax refund is headed your way, you might be wondering how to spend it. While it’s tempting to splurge on a big-ticket item, consider putting that money to…
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