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Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track

By Richmond Brothers | May 7, 2025 | 0

📽️ Watch Now: Smarter Investing—Math Over Market HypeIn this information-packed 1-hour session, you’ll learn how a math-driven, rules-based strategy may help reduce risk and bring more confidence to your investment…

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Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost

By Richmond Brothers | May 6, 2025 | 0

🎥 Watch this 4-minute video to learn about a limited-time opportunity that could strengthen your retirement strategy in 2025: If you’re like many people nearing retirement, especially between the ages…

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How could stagflation impact you?

By Richmond Brothers | April 30, 2025 | 0

The economy continues to evolve in complex ways. Inflation is still sticking around, and growth seems to be slowing, which has some folks raising concerns about the possibility of stagflation.…

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Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare

By Richmond Brothers | April 30, 2025 | 0

As healthcare expenses continue to rise, many pre-retirees and retirees are understandably concerned about how to cover medical costs in the future—without derailing their retirement plans. One powerful yet often…

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Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

By Richmond Brothers | April 23, 2025 | 0

Nothing Is Certain Except Death, Taxes… and Beneficiary Mistakes? It’s an uncomfortable reality, but if you’re married, there will come a time when either you or your spouse will be…

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Is Now the Right Time for a Roth Conversion?

By Richmond Brothers | April 15, 2025 | 0

With markets bouncing around and tax laws constantly shifting, many investors are asking the big question:“Should I convert to a Roth IRA right now?” 👉 Watch this short video from…

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A fresh take on client conversations

By Richmond Brothers | April 8, 2025 | 0

At Richmond Brothers, we believe that teamwork truly makes the dream work. It’s more than a saying—it’s the foundation of how we serve our amazing family of clients. We’re always…

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Avoid These Common IRA Rollover Mistakes

By Richmond Brothers | April 8, 2025 | 0

Thinking about rolling over an IRA? Whether you’ve changed jobs, retired, or inherited an IRA from a spouse, it’s important to understand the rules before making any moves. An IRA…

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Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]

By Richmond Brothers | April 1, 2025 | 2

Join Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his trusty sidekick Oliver, in this month’s edition of Matt’s Minutes as they break down the key financial highlights…

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Smart Way to Use Your Tax Refund for Retirement Savings

By Richmond Brothers | April 1, 2025 | 0

If a tax refund is headed your way, you might be wondering how to spend it. While it’s tempting to splurge on a big-ticket item, consider putting that money to…

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Older Posts »

Recent Posts

  • Smarter Retirement Investing: How to Tune Out Market Hype and Stay on Track
  • Are You 60 to 63? You May Be Eligible for a Powerful Retirement Boost
  • How could stagflation impact you?
  • Concerned About Future Healthcare Costs? Here’s One Smart Way to Prepare
  • Critical Changes for 2025: Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Recent Comments

  • Richmond Brothers on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Ruth Hammond on Taming Market Uncertainty: The Power of Boring Investments [Matt’s Minutes April 2025]
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED
  • Gail & Jeff Durham on 2024 Holiday Matching – DEADLINE EXTENDED
  • Richmond Brothers on 2024 Holiday Matching – DEADLINE EXTENDED

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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