Archive for February 2026
The Longer Retirement Reality (And Why We Watch the Horizon Carefully)
Every so often, someone asks us a thoughtful question:“What are you keeping an eye on for us?”It’s a fair question.From the outside, retirement planning can look quiet. There aren’t always…
Read MoreOne Form That Deserves a Second Look
Most estate plans are carefully drafted and thoughtfully discussed. Yet there is one document that often doesn’t receive the same ongoing attention: your beneficiary form. When it comes to retirement…
Read MoreHow Social Security Is Taxed — And How to Think About It in Retirement
In this week’s Richmond Refresher, we talked about one of the most misunderstood parts of retirement: how Social Security is taxed — and why it can sometimes feel surprising. Understanding…
Read MoreHow to Choose a Tax Professional for Retirement Planning
Learn what to look for in a tax professional for retirement planning, including IRA rules, Social Security taxation, and RMD considerations Choosing the Right Tax Professional for Retirement Planning Managing…
Read MorePerspective Matters: Markets, Headlines & Staying Grounded in 2026
As we move further into 2026, it’s hard to ignore the steady stream of headlines — interest rate decisions, political developments, global uncertainty, and questions about where markets go next.…
Read MorePlease help us welcome Kevin to the Richmond Brothers team!
We’re excited to share that Kevin has joined Richmond Brothers as part of our growing team. As we continue to expand, we’re thoughtful about adding people who align with our…
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