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When Your Estate Plan Looks Right… But Still Isn’t Aligned
Most people assume that once they’ve created a will or trust, their estate plan is complete. And to be fair, a lot of thoughtful work usually goes into those documents.…
Read MoreHeadlines Are Loud. Your Retirement Plan Shouldn’t Be.
As markets continue reacting to geopolitical headlines, rising oil prices, and ongoing global uncertainty, many retirees and pre-retirees are once again asking the same question: What does all of this…
Read MoreTruth vs. Trend: How to Evaluate Financial Advice in Retirement
Making Sense of the Financial Advice You Come Across It’s never been easier to come across financial advice. Even if you’re not actively looking for it, it has a way…
Read MoreAvoid Common IRA Mistakes: What Spouses Should Know After Losing a Partner
Losing a spouse is one of life’s most difficult experiences. And during a time like that, having to make financial decisions can feel overwhelming—especially when those decisions carry long-term consequences.…
Read MoreWhat Your Tax Refund Might Be Telling You About Your Retirement Plan
Timing matters—especially as you approach and move through retirement For many people, a tax refund feels like a bonus—extra money that shows up just in time to be spent, saved,…
Read MoreWelcome Aubrey to the Richmond Brothers Team
At Richmond Brothers, we believe the little moments matter—being greeted by name, feeling welcomed when you walk in, and knowing there’s a real team here who cares about you. That’s…
Read MoreHow the Three Tax Buckets Can Shape Retirement Income
When people begin thinking about retirement — whether they’re a few years away or already retired — one of the first questions that usually comes up is: “How much do…
Read MoreThe Long-Term Care Journey Many Families Don’t See Coming in Retirement
When people think about retirement planning, the conversation usually centers around savings, investments, and creating a reliable income stream. Yet one part of retirement that many families don’t fully understand…
Read More2026 Retirement Contribution Limits for 401(k)s and IRAs
The IRS has released the 2026 retirement contribution limits, including updated thresholds for 401(k)s, 403(b)s, 457 plans, and traditional and Roth IRAs. Income phase-out ranges have also adjusted for inflation.…
Read MoreV-Shaped Markets, Headlines & Finding the Middle Ground in 2026
As we move from February into March, the headlines haven’t slowed down. Tariffs. Trade rulings. Tensions in Iran. Oil prices. Political back-and-forth. And when there’s noise in the world, markets…
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