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March Market Insights & Strategies for Volatile Times [Matt’s Minutes March 2025]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent market volatility and its impact on the economy, focusing on tariffs, trade wars, and inflation. He stresses the…
Read MoreNavigating Financial Uncertainty Amid Federal Layoffs
We know the news surrounding federal layoffs is unsettling, and if you’re feeling uncertain about what comes next, you’re not alone. Change like this can be overwhelming, but please know…
Read MoreFeeling uneasy about the market? Read this first
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in…
Read More5 Key Tips to Avoid Costly IRA Rollover Mistakes [Richmond Refreshers]
Tax season is underway, and there’s no better time to optimize your retirement strategy! In this video, Adriaan, our Associate Financial Advisor, breaks down key tax-saving strategies, including IRA contributions,…
Read MoreChoosing the Right Tax Professional
Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and…
Read MoreFederal Employees: What Does the Federal Buyout Mean for Your Retirement?
Are you a federal employee wondering if the buyout is right for you, or have you recently taken the offer? With so much uncertainty surrounding this program and its implications,…
Read MoreUnderstanding the Current Economic Landscape [Matt’s Minutes February 2025]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, and his sidekick pup, Oliver, discuss key market events, including the Federal Reserve’s decision to pause rate changes and the impact…
Read More5 Key Tips to Avoid Costly IRA Rollover Mistakes [Richmond Refreshers]
If you’re switching employers or seeking to benefit from the tax advantages of a traditional or Roth IRA, you may want to consider rolling over your retirement savings into an…
Read More“Magic” Retirement Number? [Richmond Refreshers]
How much do you need for a comfortable retirement? Let us know how you feel about these “magic” numbers in the comments below! Sources: 1. https://news.northwesternmutual.com/2024-04-02-Americans-Believe-They-Will-Need-1-46-Million-to-Retire-Comfortably-According-to-Northwestern-Mutual-2024-Planning-Progress-Study 2. https://news.northwesternmutual.com/2023-06-22-Americans-Believe-They-Will-Need-1-27-Million-to-Retire-Comfortably,-According-to-Northwestern-Mutual-Planning-Progress-Study 3. https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire…
Read MoreNavigating Healthcare Taxes
As you approach retirement, it’s important to be aware of potential taxes that could affect your healthcarecosts, particularly if your income exceeds certain thresholds. Under The Affordable Care Act, individuals…
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