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Using Safety Nets to Navigate the Highs and Lows of the Financial Market in a Presidential Election Year
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, provides insights on the current market highs and investment strategies for 2024. The market is breaking through the barrier from more…
Read MoreTime-Sensitive Tax Planning: 11 Changes to Know about Secure Act 2.0 [Richmond Refreshers]
2024 brings a wave of changes and little-known tax planning opportunities, including new rules affecting spousal beneficiaries! Dan Vredeveld, CFP, Senior Financial Advisor of Richmond Brothers, discusses 11 changes including…
Read MoreWhy IRA Beneficiaries are more important than you may realize [Richmond Refreshers]
Which one takes precedence: a will or your IRA beneficiary form? Find out from Steve Kulchinski, MBA, Associate Financial Advisor, in this episode of Richmond Refreshers! Download the Beneficiary Form…
Read MoreRecord Highs? Matt’s Minutes [February 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses the recent record highs in the market and the context on the significance of these highs. Will these translate to…
Read MoreNavigating Healthcare Taxes [Richmond Refreshers]
If you’re above a certain income threshold you may be subject to the 3.8% Medicare surtax! To understand more about this additional tax on investment income and if and how you…
Read More5 Ways to Avoid 60-Day Rollover Mistakes [Richmond Refreshers]
Changing jobs or want to take advantage of potential tax savings with an IRA? Learn 5 things you can do to help avoid mistakes from our Associate Financial Advisor, Steve Kulchinski.…
Read MoreThings to Ponder: Matt’s Minutes [January 2024]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers some of his favorite passages from one of his favorite books, The Psychology of Money. Learn why these might be…
Read MoreRichmond Brothers’ 2023 Charitable Gifting
As many of you know, Richmond Brothers’ team is dedicated to making a difference in the lives of others. Our day to day activities allow us to do that by…
Read MoreMatt’s Minutes: Headline Envy? Missed the Rally? You’re not alone! [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses why those of you who “missed the boat” with the recent market rally are in good company. He also covers…
Read MoreMatt’s Minutes: Diversification is the…enemy? [December 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, discusses Jim Cramer’s statement that diversification is your enemy in this month’s Matt’s Minutes clip! Or check out the Closed Captions…
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