Uncategorized
What Happens to Your Home When You Pass Away?
Understanding Probate, Trusts, and Lady Bird Deeds For many retirees and pre-retirees, a home is more than just a financial asset. It’s where memories were made, where family gathers, and…
Read MoreWhat Today’s Economic Headlines Could Mean for Your Retirement Plan
Interest rates. Inflation. Artificial intelligence. Oil prices. Elections. The headlines seem to change every day, and it can be difficult to know which stories deserve your attention and which are…
Read MoreRetirement Rules Continue to Evolve
In April, members of our advisory team traveled to Las Vegas for the Spring 2026 Ed Slott Elite IRA Advisor Group℠ workshop to stay current on retirement planning and tax…
Read MoreIs Your Retirement Plan Still On Track? Here’s What to Revisit
Many people approaching retirement, or already living in retirement, feel reasonably confident about the foundation they have built over time. They have saved consistently, built investment accounts, and made thoughtful…
Read MoreWhen 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 More