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,…
Things to Ponder: Matt’s Minutes [January 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers some of his favorite passages from one of his favorite books, The Psychology of Money. Learn why these might be some things to consider as we start off the New Year! Or check out the Closed Captions here! Sources: The Psychology of Money by Morgan…
Richmond Brothers’ 2023 Charitable Gifting
As many of you know, Richmond Brothers’ team is dedicated to making a difference in the lives of others. Our day to day activities allow us to do that by providing peace of mind to clients with their financial goals, but we don’t want to stop there. Every year we give to local, national and…
Matt’s Minutes: Headline Envy? Missed the Rally? You’re not alone! [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses why those of you who “missed the boat” with the recent market rally are in good company. He also covers Richmond Brothers’ thoughts for what is to come in 2024, including some new Smoother Ride/Beacon options! Or check out the Closed Captions here! Sources: Research…
Matt’s Minutes: Diversification is the…enemy? [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses Jim Cramer’s statement that diversification is your enemy in this month’s Matt’s Minutes clip! Or check out the Closed Captions here! Sources: Research Reports YCharts https://www.cnbc.com/2023/11/21/a-handful-of-stocks-led-the-market-in-2023-heres-why-we-still-own-35.html https://engage.amg.com/i/rNGZeeDyofxXyPskrioXj5npJQZ5NU85GTCBgFbS8GkDni___HqP2P91rkDEWyNW2bufK3XoOucIbTzF00ITduFFrBr8kMFWvyPLUSSIGNvy5kUI___yZHHVdYBoThvYvQPYHMmjdenJX___9iPLUSSIGNBupQ8q9n___oAFxqID4bOPMn1pPERo0dWnjFcN4EQUALSIGN?initialDoc=37481e1c-aaae-46d6-be09-1dfcd1cb9854 https://www.cnbc.com/2023/11/01/fed-meeting-november-2023-.html The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees, and…
2023 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 2023 recipients of our matching program and we…
Medicare 101 Recap
Earlier this month, Clay Carroll, volunteer extraordinaire at the Jackson County Department on Aging, provided our community with some invaluable resources to help navigate the puzzle of Medicare. This presentation was especially helpful to those that are new to Medicare or just need to brush up on some of the details. Did you know?? The…
Matt’s Minutes: Disconnected? [November 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the current market and environment and why they feel disconnected. Learn more in this month’s Matt’s Minutes clip! Or check out the Closed Captions here! Sources: Research Reports YChartshttps://markets.businessinsider.com/news/stocks/stock-market-outlook-sp500-buy-signal-bofa-bull-market-indicator-2023-11https://www.cnbc.com/2023/11/01/fed-meeting-november-2023-.htmlhttps://www.cnbc.com/2023/05/11/market-strategist-survey-forecast.html The commentary in this video reflects the personal opinions, viewpoints and analyses of Richmond Brothers employees,…
Hidden Value in Uncertainty [Richmond Refreshers]
We all hate the feeling of uncertainty. As humans, we’re hard-wired to prefer certainty and predictability. Uncertainty is a part of life, but there is power hiding inside uncertainty. Last year, our Senior Financial Advisor, Dan Vredeveld, made a short video explaining what you can do to find the silver lining. We’d love to hear:…
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