Posts by Richmond Brothers
Is Now the Right Time for a Roth Conversion?
With markets bouncing around and tax laws constantly shifting, many investors are asking the big question:“Should I convert to a Roth IRA right now?” 👉 Watch this short video from…
Read MoreA fresh take on client conversations
At Richmond Brothers, we believe that teamwork truly makes the dream work. It’s more than a saying—it’s the foundation of how we serve our amazing family of clients. We’re always…
Read MoreAvoid These Common IRA Rollover Mistakes
Thinking about rolling over an IRA? Whether you’ve changed jobs, retired, or inherited an IRA from a spouse, it’s important to understand the rules before making any moves. An IRA…
Read MoreTaming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
Join Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his trusty sidekick Oliver, in this month’s edition of Matt’s Minutes as they break down the key financial highlights…
Read MoreSmart Way to Use Your Tax Refund for Retirement Savings
If a tax refund is headed your way, you might be wondering how to spend it. While it’s tempting to splurge on a big-ticket item, consider putting that money to…
Read MoreAvoiding Financial Mistakes in Divorce
Divorce is a challenging and often emotional process, but navigating the division of financial assets can be one of the most complex aspects. Oversight while splitting financial assets can result…
Read MoreBuilding a Lasting Legacy: Strategies for Multigenerational Wealth
Legacy planning isn’t just for older generations. Engaging every family member helps preserve not just wealth but also essential financial knowledge and habits. However, common mistakes can erode generational wealth…
Read More2025 Retirement Plan Contribution Limits
As you plan for your retirement goals in 2025, it’s important to identify opportunities to maximize yourretirement savings. Whether you’re looking to lower your taxable income this year or set…
Read MoreMarket Swings & Your Portfolio: What Really Matters
You’ve seen the headlines—market selloffs, recession worries, and trade tensions have investors on edge. But here’s the thing: Market moves like this aren’t new, and they certainly aren’t the end…
Read MoreMarch Market Insights & Strategies for Volatile Times [Matt’s Minutes March 2025]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent market volatility and its impact on the economy, focusing on tariffs, trade wars, and inflation. He stresses the…
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