Avoiding Financial Mistakes in Divorce
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 in one or both spouses paying unnecessary taxes and penalties. Despite settling a multitude of disputes, avoiding costly financial mistakes is an aspect of divorce…
Building a Lasting Legacy: Strategies for Multigenerational Wealth
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 in different ways for each generation: Want to See Strategies for Growing Multigenerational Wealth? Our latest Generational Wealth Strategies whitepaper dives into key approaches for…
2025 Retirement Plan Contribution Limits
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 yourself up for acomfortable retirement, understanding the updated contribution limits for 2025 can help you optimize your strategy. Thanks to recent inflation adjustments, you may…
Market Swings & Your Portfolio: What Really Matters
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 of the story. So, what’s really happening? And more importantly, what should you do about it? What’s Happening Sure, all this can be scary when…
March Market Insights & Strategies for Volatile Times [Matt’s Minutes March 2025]
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 importance of balancing safety and growth in your investment strategy, especially during uncertain times, and highlights how advancements in artificial intelligence are shaping the future….
Navigating Financial Uncertainty Amid Federal Layoffs
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 that you have options and support. Richmond Brothers’ goal is to help you navigate this transition with clarity and confidence so you can make informed…
Feeling uneasy about the market? Read this first
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 2025. Even seasoned investors can feel uneasy when faced with headlines like these. Companies that have long driven market trends have seen their earnings expectations…
5 Key Tips to Avoid Costly IRA Rollover Mistakes [Richmond Refreshers]
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, Required Minimum Distributions (RMDs), and how Qualified Charitable Distributions (QCDs) can benefit your bottom line. Learn how to reduce your taxable income, avoid costly penalties,…
Choosing the Right Tax Professional
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 investments, you might have questions: With historically low tax rates set to expire at the end of the year, now is an ideal time to…
Federal Employees: What Does the Federal Buyout Mean for Your Retirement?
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, it’s completely normal to feel unsure. Let’s take a moment to step back and review what’s at play so you can make informed decisions with…
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