Perspective Matters: Markets, Headlines & Staying Grounded in 2026
As we move further into 2026, it’s hard to ignore the steady stream of headlines — interest rate decisions, political developments, global uncertainty, and questions about where markets go next. In this month’s Matt’s Minutes, Matt Curfman shares perspective on recent market behavior, what we can (and can’t) control, and why ongoing communication matters —…
Please help us welcome Kevin to the Richmond Brothers team!
We’re excited to share that Kevin has joined Richmond Brothers as part of our growing team. As we continue to expand, we’re thoughtful about adding people who align with our values, our culture, and the way we care for our client family — and Kevin is a great fit. Kevin lives in Ann Arbor with…
Welcome to the Team, Ellen!
We’re excited to introduce the newest member of our Richmond Brothers family: Ellen! A Jackson native, Ellen recently joined our team in a coordination and support role that helps keep our marketing, events, and outreach running smoothly. You may hear from her with event invitations, scheduling support, or friendly follow-ups — all part of making…
What Does “Value” Really Mean in an Advisory Relationship?
When people think about value in an advisory relationship, they don’t always mean the same thing. For some, value feels tangible when there’s visible activity.For others, value is felt when things are steady, intentional, and aligned. The video below explores how value can show up differently in retirement. This article expands on that idea to…
2026 Retirement Tax Checklist: A Smart Way to Start the Year
As we head into a new year, many people focus on goals like travel, family time, and enjoying retirement with confidence. One area that often gets less attention — but can have a meaningful impact — is tax planning. Taxes don’t exist in a vacuum. Decisions around Required Minimum Distributions (RMDs), Roth strategies, beneficiary designations,…
How Your Retirement Paycheck Is Built: What to Think About After the Three-Legged Stool
When you’re working, income tends to be predictable. In retirement, it works a little differently — and for many people, that shift can feel unclear at first. The video below introduces how retirement income is built today, and this article expands on a few key ideas to help you think more clearly about how the…
Navigate 2026 Market Risks with Confidence
As 2026 begins, markets are already showing us plenty to monitor—geopolitical headlines, inflation trends, interest rate expectations, and renewed government shutdown negotiations that could resurface this year. For retirees and pre-retirees, this steady stream of uncertainty can make portfolio decisions feel heavier than ever. In this month’s Matt’s Minutes, Matt Curfman, CFP®, CEO & Co-Owner…
Finish 2025 Strong With This Year-End Retirement Checklist
The holiday season is full of joy — and whole lot of to-dos. We get it. Between gifts, travel, family gatherings, and Christmas cookies, it’s easy for important financial tasks to slip to the back burner. But here’s the good news: a few proactive year-end moves now can help you step into 2026 feeling organized,…
A Fun Local Find: Celebrating a Children’s Book by a Local Author
At Richmond Brothers, we enjoy celebrating the people in our community and the milestones they reach. This week, we’re excited to share a recent accomplishment from a member of our extended Richmond Brothers community. Vicky Lorencen recently published a children’s book, The Big Book of Barf — A Spewnami of Sick Science, Hurled History, and…
Unlocking Tax Savings with Net Unrealized Appreciation (NUA)
When it comes to retirement planning, it’s not just what you’ve saved that matters — it’s how you access it. If you own company stock inside a retirement plan, there’s a lesser-known tax strategy that may potentially reduce taxes when handled correctly: Net Unrealized Appreciation (NUA). NUA can be a powerful strategy in certain situations…
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Fill out the form below to schedule your one-on-one meeting with Richmond Brothers. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
