How to Jumpstart Your Child’s Financial Future – with Confidence
Give the next generation the tools to build fearlessly. Are you looking for a way to help your child or grandchild build a financially stable future? You may be surprised to learn that children can have their own IRAs—and starting early can lead to a significant long-term advantage. There’s no minimum age to open an…
Don’t Let This Happen to Your Retirement Savings [Richmond Refreshers]
One mistake. $114,000 gone. Here’s how to avoid it. Changing jobs? Retiring soon? If you’re planning to roll over your 401(k) or move retirement funds, there’s one simple choice that could protect you from a major financial loss. In the short video below, Steve, our Associate Financial Advisor, shares the story of a man who…
Avoiding Non-Spouse Beneficiary Mistakes: What to Know About Inheriting an IRA
When a loved one leaves you their IRA, the emotional weight can be heavy—and the financial decisions complex. It can come with more questions than answers—especially if you’re a non-spouse beneficiary. And with the passage of the SECURE Act and SECURE 2.0, the rules around inherited IRAs have become more complex than ever. At Richmond…
You Helped Us Spread Kindness—Here’s What’s Happening
Kindness doesn’t have to be loud to be powerful. This spring, through our Richmond Brothers Pay It Forward campaign, we were privileged to witness just how deeply one small act can ripple through a family, a neighborhood, or a community. The nominations we received were moving, heartfelt, and often deeply personal. And while our campaign…
Tariffs, Market Volatility & Momentum: May 2025 Market Update [Matt’s Minutes May 2025]
In this May 12 market update, Matt Curfman, CFP, CEO & Co-Owner of Richmond Brothers, shares insights on trade deal developments with China, the latest tariff-related uncertainty, and how the “Smoother Ride” strategy is holding up in volatile markets. With markets rebounding from a rocky Q1, Matt discusses where momentum is building—and where caution is…
Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
📽️ Watch Now: Smarter Investing—Math Over Market HypeIn this information-packed 1-hour session, you’ll learn how a math-driven, rules-based strategy may help reduce risk and bring more confidence to your investment plan. Feeling overwhelmed by market noise? You’re not alone. Whether you’re preparing for retirement or already living it, today’s 24/7 news cycle and volatile headlines…
Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
🎥 Watch this 4-minute video to learn about a limited-time opportunity that could strengthen your retirement strategy in 2025: If you’re like many people nearing retirement, especially between the ages of 60 and 63, you might be wondering:“Have I saved enough?”“Is there anything else I should be doing before I retire?” At Richmond Brothers, we…
How could stagflation impact you?
The economy continues to evolve in complex ways. Inflation is still sticking around, and growth seems to be slowing, which has some folks raising concerns about the possibility of stagflation. That’s when inflation rises, the economy slows down and unemployment goes up — a situation the U.S. struggled with in the 1970s.1 For those nearing…
Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
As healthcare expenses continue to rise, many pre-retirees and retirees are understandably concerned about how to cover medical costs in the future—without derailing their retirement plans. One powerful yet often overlooked strategy is using a Health Savings Account (HSA). HSAs offer triple tax advantages that make them a unique tool in your long-term financial strategy:…
Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps
Nothing Is Certain Except Death, Taxes… and Beneficiary Mistakes? It’s an uncomfortable reality, but if you’re married, there will come a time when either you or your spouse will be faced with life’s most difficult transition — and the financial decisions that come with it. Unfortunately, mishandling inherited IRAs is a very common and costly…
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