Mindset 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 Advisor here at Richmond Brothers, to learn three changes you can make right now to help you stay on the path toward your dream retirement….
Key Developments from 1st Quarter 2024
Soft, Hard, or No Landing? Soft, hard, or no landing – the question remains whether the Federal Reserve will be able to pull off its inflation-fighting campaign without a recessionary impact. U.S. stock market bulls cheered the first quarter as investors gained more confidence in a “soft landing” (tamed inflation but no recession) amid inflation…
Markets never grow in a straight line [Matt’s Minutes April 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides an insightful analysis of the stock market, economic updates, and K-1 tax documents. He also discusses our upcoming educational event on May 15th for both those local and not! Learn more in this short clip! Or check out the Closed Captions here! Sources: YCharts Research…
Welcome to the newest addition on our team, Riley!
We are excited to announce that Riley Hestwood has joined Richmond Brothers’ service team! We are committed to continuing to serve our clients in an exceptional manner and Riley’s arrival is just one more way to help us reach our goal. A Jackson native, Riley is a 2017 Lumen Christi graduate. He attended Aquinas College and…
Using Safety Nets to Navigate the Highs and Lows of the Financial Market in a Presidential Election Year
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides insights on the current market highs and investment strategies for 2024. The market is breaking through the barrier from more than two years ago, but the news headlines may be deceiving. What can you do to manage your portfolio and keep your risk tolerance comfortable?…
Time-Sensitive Tax Planning: 11 Changes to Know about Secure Act 2.0 [Richmond Refreshers]
2024 brings a wave of changes and little-known tax planning opportunities, including new rules affecting spousal beneficiaries! Dan Vredeveld, CFP, Senior Financial Advisor of Richmond Brothers, discusses 11 changes including new ways to reduce required minimum distributions (RMDs) amongst other items to explore capitalizing on. No time to watch? Get the Closed Captions here Download the…
Why IRA Beneficiaries are more important than you may realize [Richmond Refreshers]
Which one takes precedence: a will or your IRA beneficiary form? Find out from Steve Kulchinski, MBA, Associate Financial Advisor, in this episode of Richmond Refreshers! Download the Beneficiary Form Checklist from Ed Slott & Company, LLC here No time to watch? Get the Closed Captions here Richmond Brothers, Inc. is an SEC-Registered Investment Adviser….
Record Highs? Matt’s Minutes [February 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent record highs in the market and the context on the significance of these highs. Will these translate to significant changes in a portfolio from a rate of return perspective? Learn more in this short video! Or check out the Closed Captions here! Sources:…
Navigating Healthcare Taxes [Richmond Refreshers]
If you’re above a certain income threshold you may be subject to the 3.8% Medicare surtax! To understand more about this additional tax on investment income and if and how you need to pay, listen in to our Senior Financial Advisor, Dan Vredeveld, CFP, for details. No time to watch? Get the Closed Captions here. © 2024 Ed…
5 Ways to Avoid 60-Day Rollover Mistakes [Richmond Refreshers]
Changing jobs or want to take advantage of potential tax savings with an IRA? Learn 5 things you can do to help avoid mistakes from our Associate Financial Advisor, Steve Kulchinski. No time to watch? Get the Closed Captions here. © 2024 Ed Slott and Company, LLC Adapted & reprinted with permission Ed Slott and Company,…
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