Archive for December 2025
Finish 2025 Strong With This Year-End Retirement Checklist
The holiday season is full of joy — and whole lot of to-dos. We get it. Between gifts, travel, family gatherings, and Christmas cookies, it’s easy for important financial tasks…
Read MoreA Fun Local Find: Celebrating a Children’s Book by a Local Author
At Richmond Brothers, we enjoy celebrating the people in our community and the milestones they reach. This week, we’re excited to share a recent accomplishment from a member of our…
Read MoreUnlocking Tax Savings with Net Unrealized Appreciation (NUA)
When it comes to retirement planning, it’s not just what you’ve saved that matters — it’s how you access it. If you own company stock inside a retirement plan, there’s…
Read More“A Holiday Gift That Lasts: Peace of Mind for Your Family”
Recap of Matt Curfman’s Appearance on The Morning Show As families gather for the holidays, many people naturally reflect on what matters most. During a recent appearance on JTV’s The…
Read MoreMatching Extended! Want to make your charitable gift go even further this season?
Each year, our team selects local organizations doing meaningful work in the Jackson community, and together with our client family, we try to lift their impact just a little higher.…
Read MoreSharpening Our Skills to Serve You Better: RB Advisors Complete Advanced IRA Training
At Richmond Brothers, we believe that learning never stops — especially when it comes to helping you live fearlessly into and beyond retirement. That’s why continuing education is one of…
Read MoreAs We Wrap Up 2025: Rate Speculation, Tax Prep & Year-End Guidance
As we head into the final month of the year, there’s a lot happening — from the Federal Reserve’s upcoming December meeting to continued questions about interest rate direction, year-end…
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