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How Will Tax Rates Change After December 2025? [Matt’s Minutes December 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, explores the intricacies of tax rates and how they might evolve in the coming months. Stay tuned for valuable insights and…
Read MoreThe power of compounding
The power of compounding emphasizes the profound impact of small contributions over time. If offered a million dollars or a penny that doubles every day for 30 days, would you…
Read MoreHow much control do you want over your heirs’ inheritance?
When the time comes for your beneficiaries to receive your IRA assets, are you confident they will use their inheritance how you’d want them to? There are options available for…
Read More2024 Holiday Matching – DEADLINE EXTENDED
We haven’t quite reached 100% of our goals for this year, so we are extending our deadline to Friday, December 20. Please help us us to double the impact for…
Read MorePresident Trump wins. Now what?
President Trump has won reelection; what does that mean for investors? Let’s discuss. As of writing, Republicans have won the White House and a Senate majority, and may win a…
Read MorePlanning for HSA Distributions
Health Savings Accounts (HSAs) offer tax benefits that can help you save for future healthcare costs. But how do you access the funds for out-of-pocket medical expenses once you’ve started…
Read MoreWhat drives the markets during election season? [Matt’s Minutes November 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the significance of the upcoming elections while emphasizing that markets are primarily driven by economic fundamentals rather than political outcomes.…
Read MoreCalculating your RMD (Required Minimum Distribution)
Finally being able to withdraw your hard-earned money from your retirement account should be a great feeling, right? Not if you’re getting hit with a hefty penalty from a missed…
Read MoreNew Statute of Limitations for Missed RMDs and Excess IRA Contributions [Richmond Refreshers]
Rules and regulations can certainly be confusing and they always seem to be changing! The SECURE Act 2.0 brought about a new statute of limitations for the IRS to assess…
Read MoreElections & market reactions
What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and we wanted to dispel some…
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