Posts by Richmond Brothers
The truth about taking money out of your Roth IRA [Richmond Refreshers]
If you have a Roth IRA, you may wonder what makes a withdrawal qualified so that you can take out funds tax and penalty free. Learn what you need to…
Read MoreLeaving your legacy to multiple heirs?
When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary, while others have…
Read MoreNavigating the Market Maze[Matt’s Minutes June 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides a comprehensive analysis of market conditions, including the performance of major benchmarks such as S&P 500, Dow Jones, and NASDAQ.…
Read MoreUh oh, you missed the 60-day IRA rollover deadline?
If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the consequences. Life happens, and…
Read More401(k) Rollovers: A quick start guide [Richmond Refreshers]
Need to roll over your 401(k) and not sure where to start? Check out the latest video for a high-level overview of the entire process from Steve Kulchinski, MBA, Associate…
Read MoreDid you inherit an IRA?
If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t straightforward and varies…
Read MoreConcerned about future healthcare costs?
Increasing healthcare costs is one of the top concerns among Americans today. One option to consider to help pay for these costs is through a Health Savings Account (HSA). HSAs…
Read MoreStorms in the Market [Matt’s Minutes May 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, gives an update on the market and economic happenings from April as well as some Richmond Brothers past and upcoming events.…
Read MoreManaging “Headline” Stress [Richmond Refreshers]
Ever find yourself scrolling through social media or watching the news, and suddenly you’re feeling the weight of the world on your shoulders? Yeah, it happens to the best of…
Read MoreMindset shifts that could change your retirement [Richmond Refreshers]
Retirement might seem far away. But how you act today could have a major impact on your financial future. Check out this 2-minute video from Dan Vredeveld, CFP®, Senior Financial…
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