Posts by Richmond Brothers
Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
📽️ Watch Now: Smarter Investing—Math Over Market HypeIn this information-packed 1-hour session, you’ll learn how a math-driven, rules-based strategy may help reduce risk and bring more confidence to your investment…
Read MoreAre You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
🎥 Watch this 4-minute video to learn about a limited-time opportunity that could strengthen your retirement strategy in 2025: If you’re like many people nearing retirement, especially between the ages…
Read MoreHow could stagflation impact you?
The economy continues to evolve in complex ways. Inflation is still sticking around, and growth seems to be slowing, which has some folks raising concerns about the possibility of stagflation.…
Read MoreConcerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
As healthcare expenses continue to rise, many pre-retirees and retirees are understandably concerned about how to cover medical costs in the future—without derailing their retirement plans. One powerful yet often…
Read MoreCritical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps
Nothing Is Certain Except Death, Taxes… and Beneficiary Mistakes? It’s an uncomfortable reality, but if you’re married, there will come a time when either you or your spouse will be…
Read MoreIs 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…
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