Uh oh, you missed the 60-day IRA rollover deadline?
If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the consequences. Life happens, and fortunately, the IRS understands this, too! If you missed the 60-day deadline for completing an IRA rollover due to an error or an unexpected life…
401(k) Rollovers: A quick start guide [Richmond Refreshers]
Need to roll over your 401(k) and not sure where to start? Check out the latest video for a high-level overview of the entire process from Steve Kulchinski, MBA, Associate Financial Advisor here at Richmond Brothers. Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where…
Did you inherit an IRA?
If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to effectively manage the account isn’t straightforward and varies depending on whether you are the deceased’s spouse, a non-spouse or a trust beneficiary. With many long-standing retirement rules for beneficiaries upended in recent years…
Concerned about future healthcare costs?
Increasing healthcare costs is one of the top concerns among Americans today. One option to consider to help pay for these costs is through a Health Savings Account (HSA). HSAs offer three different tax advantages: If you’re enrolled in a high-deductible health insurance plan, you may want to consider contributing to an HSA. However, like…
Storms in the Market [Matt’s Minutes May 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, gives an update on the market and economic happenings from April as well as some Richmond Brothers past and upcoming events. Do you have concerns about uncertainty? Make sure to tune in to learn next steps! Or check out the Closed Captions here! Sources: YCharts Research…
Managing “Headline” Stress [Richmond Refreshers]
Ever find yourself scrolling through social media or watching the news, and suddenly you’re feeling the weight of the world on your shoulders? Yeah, it happens to the best of us. Steve Kulchinski, MBA, Associate Financial Advisor here at Richmond Brothers put together this video—short, sweet, and right to the point—about staying grounded amidst the…
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…
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.
