Matt’s Minutes - January 2020

Posted on February 10, 2020

Matt covers Richmond Brothers' thoughts on the markets towards the end of January as well as what you need to know about Roth IRA conversions, Required Minimum Distributions, beneficiaries, and more!

No time to watch? Get the closed captions here.

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Richmond Brothers’ 2019 Charitable Gifting

Posted on January 27, 2020

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 providing peace of mind to clients with their financial goals, but we don't want to stop there. Every year we give to local, national and international causes, either monetarily and/or through volunteer work.

In 2019, Richmond Brothers was honored to support numerous nonprofit organizations that are furthering their social causes. We were proud to assist in local Jackson community initiatives, like Bright Walls and...

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Lumen Christi Advantage Program Completed

Posted on January 22, 2020

Richmond Brothers is so blessed to have been able to participate in the Lumen Christi Advantage Program this past fall. It was wonderful being able to provide a local high school student with work experience and help them gain new skills and experience that can be used for future employment and classes. This past fall we had the honor of working with Lumen Christi senior, Jordan Vannest (pictured above with our Vice President, Tara Furnas).

We were impressed with Jordan's work ethic and are proud to announce that Jordan will...

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Matt’s Minutes - December 2019

Posted on January 13, 2020

Matt discusses how the markets fared through the last quarter of 2019 as well as Richmond Brothers' plan of action moving forward for 2020 in this 5-minute clip.

No time to watch? Read the closed captions here.

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SECURE Act Changes Ahead

Posted on December 20, 2019

Effective January 1, 2020, there will be some big changes for retirement planning due to the SECURE Act that was recently passed. Richmond Brothers is up to speed on all of the changes and we will continue providing our extended family of clients with updates and education for each unique planning situation. Watch the video above for some more insights from Ed Slott Master Elite IRA Group Member and CFP, Dan Vredeveld.

As a quick overview, the SECURE Act:

Eliminates the age limit for making traditional IRA contributions Increases the RMD age to 72 Allows penalty-free...

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