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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Matt’s Minutes - November 2019

Posted on December 9, 2019

Matt covers year-end reminders as well as consumer sentiment heading into the holiday season in this month's 5-minute clip. To learn more about the voluntary separation information he discusses in the video, click here.

No time to watch? Get the closed captions here.

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2019 Holiday Matching

Posted on December 1, 2019

Want to make YOUR charitable gift go farther? This year, Richmond Brothers is offering up to $500 in matching funds for donations made to each of three local non-profit organizations, for a total of up to $1500 in matching funds overall to our community.

Richmond Brothers' team has voted for the 2019 recipients of our matching program and we are pleased to announce we will be awarding the following organizations with a match of up to $500 for each: Toys for Tots, Cascades Humane Society, and the Jackson Community Food Pantry. 

Want to participate with us? Here'...

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