Archive for July 2025
Did You Know? You May Be Able to Collect Social Security Based on an Ex-Spouse’s Record
At Richmond Brothers, we know Social Security decisions can feel overwhelming — especially when your situation includes a divorce, remarriage, or uncertainty around your ex-spouse’s benefits. One common question we…
Read MoreTaking Money from Your 401(k) or Employer Plan? Here’s What You Should Know.
If you’ve spent years building up your retirement savings in a 401(k) or company-sponsored plan, you probably haven’t had to think much about it—contributions happened automatically with each paycheck, and…
Read MoreEarly Access to Retirement Accounts: How to Avoid the 10% Penalty
Thinking about tapping into your retirement savings early? You’re not alone. Life happens—and sometimes, so do unexpected expenses or career changes. While retirement accounts are generally designed to stay untouched…
Read More5 Key Takeaways from the New Tax Law—and What They Mean for Your Retirement
On July 4, 2025, a major new tax law—called the One Big Beautiful Bill Act—was signed into law. No matter how you feel about it politically, the real question is:…
Read MoreWelcome to the Team, Marrissa!
We’re excited to introduce the newest member of our Richmond Brothers family: Marrissa! Marrissa joins our team with a passion for serving others and a talent for keeping things running…
Read MoreNavigating Uncertain Headlines: A Look at Market Trends and What’s Ahead
Watch Matt Curfman’s latest market update video below: Quick Topics Covered: Closed captions may also be found here As we step into the third quarter of 2025, you may have…
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