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Tax Time [Richmond Refreshers]
Here are some things you can do to set yourself up for a win this tax season if you haven’t yet filed! Sources: https://www.fidelity.com/tax-information/tax-topics/ubti https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/taxes/form-990-T-fact-sheet.pdf The commentary in this video…
Read MoreMatt’s Minutes: SVB Bank & More [March 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers what happened in March and some events to look forward to with Richmond Brothers. Or check out the Closed Captions…
Read MoreMatt’s Minutes: In the Headlines [February 2023]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers covers the headlines as we head into March. Or check out the Closed Captions here! Sources: Research Reports The commentary in…
Read MoreHelp ensure your retirement assets go where you want after you’re gone [Richmond Refreshers]
Learn 3 steps you can take to help make sure that your retirement accounts like your 401k and 403b will be inherited by exactly who you decide without potentially costly…
Read MoreFeedback on our Smoother Ride Strategies & More [Matt’s Minutes]
Matt Curfman, CFP®, CEO & Co-Owner of Richmond Brothers, covers the first month of 2023 stock market performance as well as the feedback we have received so far on our…
Read MoreExciting Role “Bump Ups” at Richmond Brothers!
With a new year comes new goals and new intentions. 2023 has started off with a bang as we hit the ground running, continually looking for ways to improve experiences…
Read MoreKeep your money safe from scammers
Scams got a big boost during the pandemic and we’ve been hearing about more folks (even very tech-savvy ones) getting caught up. Below are some tips so you and your…
Read MoreIntentions for a New Year [Richmond Refreshers]
How are those New Year resolutions going? If they aren’t sticking, or even if they are, this is a great informative clip with our Senior Financial Advisor, Dan Vredeveld, to…
Read MoreBonds: historical losses were reached in 2022, so what’s the outlook for 2023? (From the desk of David Richmond, Chairman & Co-Owner)
Did you think that bonds were a relatively fool-proof investment – one that you just put in your portfolio for a conservative option because you knew even if it lost,…
Read More7 Things to Know Now About the Secure Act 2.0
Matthew Curfman, CFP, President & Co-Owner of Richmond Brothers, covers 7 points that caught our interest since Congress passed some new legislation as of December 23, 2022. 0:25 What Secure…
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