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Posts by Richmond Brothers

Avoiding Financial Mistakes in Divorce

By Richmond Brothers | March 25, 2025 | 0

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…

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Building a Lasting Legacy: Strategies for Multigenerational Wealth

By Richmond Brothers | March 18, 2025 | 0

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…

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2025 Retirement Plan Contribution Limits

By Richmond Brothers | March 18, 2025 | 0

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…

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Market Swings & Your Portfolio: What Really Matters

By Richmond Brothers | March 12, 2025 | 0

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…

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March Market Insights & Strategies for Volatile Times [Matt’s Minutes March 2025]

By Richmond Brothers | March 3, 2025 | 0

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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Navigating Financial Uncertainty Amid Federal Layoffs

By Richmond Brothers | March 2, 2025 | 0

We know the news surrounding federal layoffs is unsettling, and if you’re feeling uncertain about what comes next, you’re not alone. Change like this can be overwhelming, but please know…

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Feeling uneasy about the market? Read this first

By Richmond Brothers | February 27, 2025 | 0

It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in…

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5 Key Tips to Avoid Costly IRA Rollover Mistakes [Richmond Refreshers]

By Richmond Brothers | February 26, 2025 | 0

Tax season is underway, and there’s no better time to optimize your retirement strategy! In this video, Adriaan, our Associate Financial Advisor, breaks down key tax-saving strategies, including IRA contributions,…

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Choosing the Right Tax Professional

By Richmond Brothers | February 19, 2025 | 0

Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and…

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Federal Employees: What Does the Federal Buyout Mean for Your Retirement?

By Richmond Brothers | February 19, 2025 | 0

Are you a federal employee wondering if the buyout is right for you, or have you recently taken the offer? With so much uncertainty surrounding this program and its implications,…

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Recent Posts

  • Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
  • Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
  • How could stagflation impact you?
  • Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
  • Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Recent Comments

  • Richmond Brothers on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Ruth Hammond on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED
  • Gail & Jeff Durham on 2024 Holiday Matching – DEADLINE EXTENDED
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED

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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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