Archive for January 2026
Welcome to the Team, Ellen!
We’re excited to introduce the newest member of our Richmond Brothers family: Ellen! A Jackson native, Ellen recently joined our team in a coordination and support role that helps keep…
Read MoreWhat Does “Value” Really Mean in an Advisory Relationship?
When people think about value in an advisory relationship, they don’t always mean the same thing. For some, value feels tangible when there’s visible activity.For others, value is felt when…
Read More2026 Retirement Tax Checklist: A Smart Way to Start the Year
As we head into a new year, many people focus on goals like travel, family time, and enjoying retirement with confidence. One area that often gets less attention — but…
Read MoreHow Your Retirement Paycheck Is Built: What to Think About After the Three-Legged Stool
When you’re working, income tends to be predictable. In retirement, it works a little differently — and for many people, that shift can feel unclear at first. The video below…
Read MoreNavigate 2026 Market Risks with Confidence
As 2026 begins, markets are already showing us plenty to monitor—geopolitical headlines, inflation trends, interest rate expectations, and renewed government shutdown negotiations that could resurface this year. For retirees and…
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