How well do you know Richmond Brothers’ Team? [December 2021 Contest]
UPDATE: Thank you to everyone who participated and voted! This contest is now closed and our winner was Miriam! Miriam chose a $20 gift card for answering Kira’s “fib” correctly. While Kira does love to travel and has only been to less than a dozen states, she has been outside of the country on more…
2021 Holiday Matching
Want to make YOUR charitable gift go further? Once again, Richmond Brothers is offering matching funds for donations made to each of three local non-profit organizations, for a total of up to $1500 in matching funds overall to our community. Richmond Brothers’ team has voted for the 2021 recipients of our matching program and we…
How well do you know Richmond Brothers’ Team? [November 2021 Contest]
UPDATE: Thank you to everyone who participated and voted! This contest is now closed and our winner was Micki! Micki chose a $20 Panera Bread Gift card for answering Emily’s “fib” correctly. While Emily is a veteran, she is not a US Army veteran, but rather a former US Marine. We look forward to doing…
Honoring Our Veterans
Veteran’s Day is truly one of our favorite times of the year to be able to help show our gratitude to those who have dedicated all or a portion of their lives to helping protect our freedoms. We owe it all to all of those in uniform, whether past, present, or future. This year, in…
Welcome, Portfolio Check-Ins!
We are excited to officially announce that your conference call, video, and/or in-person meetings we have long coined “Performance Review” are getting a new name: “Portfolio Check-In”! While the meeting agendas themselves will still cover all of the discussion points that you’re used to, we began to feel that the old name was a bit…
Happy National Retirement Security Month!
Did you know that October is National Retirement Security Month? This “holiday” was historically observed the third week of October, but since 2020 it has been extended to a month-long celebration. The goal of the month is to help increase the retirement savings and personal financial literacy of everyone here in the U.S., and likewise, enhance their retirement…
On Tap: Medicare Open Enrollment
This year’s open enrollment for Medicare runs from Oct. 15 to Dec. 7. Any changes you make to your Medicare plan will begin on Jan. 1, 2022. Eligible Medicare beneficiaries can start receiving benefits once they turn age 65. Those who were already drawing Social Security benefits before that age are automatically enrolled in Original…
Welcome to the team, Taylor!
Our Richmond Brothers’ team is continuing to grow! As you know, Richmond Brothers’ focus is on service, growth, and continual learning. One of the ways we can accomplish our goals is by ensuring our team is properly served. We are proud to announce that we have brought on another terrific addition to our team, Taylor…
Richmond Brothers Advisors Completed Advanced Virtual Training
Three advisors at Richmond Brothers, Matthew J. Curfman, CFP®, Daniel J. Vredeveld, CFP®, and Steve Kulchinski, MBA, recently completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop April 29-30, 2021. This invite-only workshop was attended by members of Ed Slott’s Master Elite IRA Advisor…
Welcome, Lindsay!
Our Richmond Brothers’ team is growing! As you know, Richmond Brothers’ focus is always on our clients as we strive to provide world-class service. One of the ways we can accomplish that is by maintaining a sufficient amount of staff to ensure our clients continue to receive the red-carpet treatment. We are proud to announce…
Let’s Get Started
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.
