Matt’s Minutes: Skimming Gains (September 2017)

Posted on October 6, 2017

Matt discusses the current process of skimming some gains for clients as well as upcoming events in the next few months. No time to watch? Check out the closed captions here.

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Savvy Social Security Planning for Baby Boomers

Posted on August 13, 2012

Are you a Baby Boomer looking to maximize your retirement income?Richmond Brothers is proud to present a lunch-time webinar (12 p.m. EST) on Tuesday, August 21, covering answers to the top questions on many Boomers’ minds regarding Social Security:

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize benefits?

If you’d like to join us for this event, please RESERVE YOUR SPACE NOW as seating is limited. In the event that you are unable to attend,...

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The Eurozone Crisis – What does it mean for you?

Posted on June 5, 2012

You continue to hear about the Eurozone Debt Crisis in media reports daily – just minutes ago the Associated Press came out with an article stating thatEurope faces a make or break month in dealing with debt. (If you haven’t heard of the Eurozone, it’s just a “fancy” name for the 17 countries that use the euro as their currency.)

While it can seem to some that Europe’s and Asia’s financial issues have no effect on the U.S. economy, what happens in Europe could very likely affect...

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State of the Markets Webinar Sneak Peek!

Posted on February 17, 2012

If you’re hemming and hawing over whether or not you should sign up for our State of the Markets Webinar next week, here’s a preview to help you decide if this is something that you want to give an hour of your understandably coveted time to. Make sure to click on the photo for a full-size view.

As you’ll see in this chart, making emotional decisions and immediate reactions can hinder growth within a portfolio. Going from 1991 to 2010, all the areas in the chart fared better than the average investor....

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How To Determine the Right Planner for You

Posted on October 20, 2009

How do you know if the financial consultant you are interviewing will be a good fit for you and your finances in the long run?

Obviously, it helps to know what key questions you should ask an advisor you are considering doing business with. We explore this in depth by reviewing the top 12 questions to ask your advisor, according to Ed Slott, world-renowned CPA and author of several leading books on retirement distribution planning. Questions like: “How do you ensure that my beneficiaries get the stretch IRA?” and “What is the latest IRA...

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