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What you should know about interest rates [Richmond Refreshers]
Learn more about the downstream effect on your portfolio and wealth from our Associate Financial Advisor, Steve Kulchinski, MBA. No time to watch? You can read the “closed captions” here.…
Read MoreProtect Your IRA from Prohibited Transactions and Penalties
Are you aware of what constitutes a prohibited transaction as an IRA owner? Anytime an account owner uses IRA assets in a self-serving or self-dealing manner that improperly benefits them,…
Read MoreRoth IRA Conversions – Dispelling the Opportunity Cost Argument
The opportunity cost argument surrounding Roth conversions suggests that an opportunity is lost by paying the conversion tax upfront instead of investing it. This argument claims that investors lose future…
Read MoreNavigating Financial Opportunities [Matt’s Minutes September 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, gives an overview of the financial landscape this past August, including market challenges and opportunities, the impact of upcoming Federal Reserve…
Read MoreNew RMD Rules Are Here – Part 2 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Associate Financial Advisor, Steve Kulchinski, MBA, covers some more of the Secure Act and Secure Act…
Read MoreNew RMD Rules Are Here – Part 1 [Richmond Refreshers]
Did you know they are still making changes from laws set back in 2020? Senior Financial Advisor, Dan Vredeveld, CFP, covers some of the Secure Act and Secure Act 2.0…
Read MoreIs the sky falling?
We’re sure you saw the headlines. After hitting new highs last month, markets experienced a significant decline, erasing months of gains.1 It may feel like the sky is falling. For…
Read MoreRoth IRAs versus 529 Plans
Back-to-school season is upon us, which serves as a great reminder to consider how you can help your children or grandchildren fund their higher education. There are two popular options:…
Read MoreVolatility rises in markets – what to do? [Matt’s Minutes August 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the intensification of the market sell off and what you can do to help mitigate volatility in a potential market…
Read More6 options for a distribution from a company plan
Many people have company-sponsored retirement plans as part of their portfolios. As these accounts were designed to be savings vehicles, funding them is typically fairly effortless with direct deposits from…
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