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Archive for September 2026

Making a Big Purchase in Retirement? Ask These 5 Questions First

By Richmond Brothers | September 29, 2026 | 0

You spend a lot of your working years saving for retirement. Then retirement arrives, and at some point the questions begin to change. Instead of wondering how much you should…

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What Does a ‘Wall of Worry’ Mean for Your Retirement Plan?

By Richmond Brothers | September 16, 2026 | 0

Inflation. Oil prices. Interest rates. Global conflict. Midterm elections. There always seems to be another reason to worry. When you are approaching retirement or already living in it, those headlines…

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Building What’s Next: Congratulations to 2026 Forerunners Scholarship Recipient Ryan

By Richmond Brothers | September 9, 2026 | 0

We’re excited to introduce you to Ryan, Richmond Brothers’ 2026 Forerunners Scholarship recipient! This fall, he’s beginning his college experience at Rochester Institute of Technology (RIT) in Rochester, New York,…

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Recent Posts

  • Before You Keep the Same Medicare Coverage for 2027, Take Another Look
  • A Quick Reminder About Investment Scams
  • Making a Big Purchase in Retirement? Ask These 5 Questions First
  • What Does a ‘Wall of Worry’ Mean for Your Retirement Plan?
  • Building What’s Next: Congratulations to 2026 Forerunners Scholarship Recipient Ryan

Recent Comments

  • Mary on Roth IRA Conversions Before Age 73: 5 Key Factors to Consider
  • Richmond Brothers on How Social Security Is Taxed — And How to Think About It in Retirement
  • Rebecca Budensiek on How Social Security Is Taxed — And How to Think About It in Retirement
  • Richmond Brothers on A Fun Local Find: Celebrating a Children’s Book by a Local Author
  • Vicky Lorencen on A Fun Local Find: Celebrating a Children’s Book by a Local Author

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Privacy Notice | Terms of Use | Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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