Posts by Richmond Brothers
Halfway Through the Year: Is Your Retirement Plan Prepared for What Comes Next?
Interest rates. Inflation. Artificial intelligence. Global uncertainty. Market headlines. The first half of the year brought plenty of news for investors to digest, and the second half will likely bring…
Read MoreSaving for a Child or Grandchild: Which Account Fits Your Goals? Comparing Trump Accounts, 529 Plans, Roth IRAs, and UTMA Accounts
Key Takeaways Saving for a Child or Grandchild: Which Account Fits Your Goals? The introduction of the new Trump Account has sparked plenty of interest among parents and grandparents. One…
Read MoreHow Do Families Know When It’s Time for Additional Care?
For many families, conversations about additional care begin gradually. A parent starts missing appointments. Household tasks become more difficult. Driving becomes more stressful. Managing medications requires additional attention. Individually, these…
Read MoreWhat Happens When a Spouse Inherits an IRA? Understanding Your Options Under SECURE 2.0
If your spouse were to inherit your IRA tomorrow, would they know what options are available to them? Many couples spend years building retirement savings together, but fewer spend time…
Read MorePlanning for Multiple IRA Beneficiaries: Five Important Details Families Often Overlook
For many people, naming beneficiaries on an IRA feels like one of those tasks you complete, file away, and assume it’s taken care of. In many cases, that’s a reasonable…
Read MoreWhat Happens to Your Home When You Pass Away?
Understanding Probate, Trusts, and Lady Bird Deeds For many retirees and pre-retirees, a home is more than just a financial asset. It’s where memories were made, where family gathers, and…
Read MoreWhat Today’s Economic Headlines Could Mean for Your Retirement Plan
Interest rates. Inflation. Artificial intelligence. Oil prices. Elections. The headlines seem to change every day, and it can be difficult to know which stories deserve your attention and which are…
Read MoreRetirement Rules Continue to Evolve
In April, members of our advisory team traveled to Las Vegas for the Spring 2026 Ed Slott Elite IRA Advisor Group℠ workshop to stay current on retirement planning and tax…
Read MoreIs Your Retirement Plan Still On Track? Here’s What to Revisit
Many people approaching retirement, or already living in retirement, feel reasonably confident about the foundation they have built over time. They have saved consistently, built investment accounts, and made thoughtful…
Read MoreWhen Your Estate Plan Looks Right… But Still Isn’t Aligned
Most people assume that once they’ve created a will or trust, their estate plan is complete. And to be fair, a lot of thoughtful work usually goes into those documents.…
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