Posts by Richmond Brothers
Navigating Financial Opportunities [Matt’s Minutes September 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, gives an overview of the financial landscape this past August, including market challenges and opportunities, the impact of upcoming Federal Reserve…
Read MoreNew RMD Rules Are Here – Part 2 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Associate Financial Advisor, Steve Kulchinski, MBA, covers some more of the Secure Act and Secure Act…
Read MoreNew RMD Rules Are Here – Part 1 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Senior Financial Advisor, Dan Vredeveld, CFP, covers some of the Secure Act and Secure Act 2.0…
Read MoreIs the sky falling?
We’re sure you saw the headlines. After hitting new highs last month, markets experienced a significant decline, erasing months of gains.1 It may feel like the sky is falling. For…
Read MoreRoth IRAs versus 529 Plans
Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education. There are two popular options:…
Read MoreVolatility rises in markets – what to do? [Matt’s Minutes August 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the intensification of the market sell off and what you can do to help mitigate volatility in a potential market…
Read More6 options for a distribution from a company plan
Many people have company-sponsored retirement plans as part of their portfolios. As these accounts were designed to be savings vehicles, funding them is typically fairly effortless with direct deposits from…
Read MoreNew presidential candidate, global IT outage, volatility, oh my!
A lot has happened recently. After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took…
Read MoreBeware of this rule if you have a Roth 401(k) [Richmond Refreshers]
If you have either converted your company’s retirement fund from a 401(k) to a Roth 401(k) or are considering doing so, make sure to tune in! Associate Financial Advisor, Steve…
Read MoreHow to build your fiscal fitness [Richmond Refreshers]
Making small changes to how you perceive (and then approach) your financial goals could be the missing link to your success! Here are some tips from our Senior Financial Advisor,…
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