In the Media

How College Grads Can Improve Money Management Skills

June 10, 2013 – David Richmond discusses the benefits for new grads to start contributing to a 401(k) plan early.

When to Start Taking Social Security Benefits

May 31, 2013 – David Richmond addresses the many different ways to claim Social Security and the advantages of waiting until age 70 to start drawing benefits.

GDP Report Reflects Economy Stuck in Low Gear

May 30, 2013 – David Richmond discusses the impact of the Fed’s quantitative easing policy on a recovering economy.

Saving for Short-Term and Long-Term Goals

May 24, 2013 – Matt Curfman highlights the importance of utilizing a retirement vehicle that includes an employer match, such as a 401(k) or 403(b).

Last-Minute Tax Checklist: 15 Things to Do by April 15

March 22, 2013 – David Richmond addresses the tax benefits of contributing to an IRA.

The Best Way to Spend (or Not) Your Tax Refund

March 19, 2013 – David Richmond addresses the importance of evaluating and understanding your tax withholdings.

The Big Tax Shelter Many Financial Planners Overlook

March 15, 2013 – David Richmond discusses the importance of having long-term strategies for building and managing home equity.

8 Smart Ways to Lower Your Taxes in Retirement

March 13, 2013 – Matt Curfman discusses ways to lower your taxes in retirement and the benefits of a Roth IRA conversion.

Legacy, Estate Planning as Important as Retirement

February 27, 2013 – David Richmond discusses the importance of education when it comes to legacy planning and ensuring assets are passed on to future generations

When to Take Social Security

July 21, 2012 – Matt Curfman and Richmond Brothers clients are featured in this article regarding the file and suspend strategy with Social Security.

Your Advisor Did What!?

July 13, 2012 – Matt Curfman shared information about software Richmond Brothers uses to help married couples determine the maximum Social Security benefits they can extract across their life expectancies.

Annual benefit in Jackson will raise funds for orphanage in the Philippines

April 5, 2011 – Dave Richmond quoted as a sponsor of The Lingap Children’s Foundation

Tax Relief Act: Four retirement moves to make

February 14, 2011 – Matt Curfman suggests what you might do with your retirement accounts in the wake of the 2010 Tax Relief Act.

(also published in SunSentinel)

Richmond Brothers in Napoleon Township keeps growing through word of mouth

October 11, 2010 – Company profile featuring Richmond Brothers

The 10 vital things you need to know about inherited IRAs

November 12, 2009 – Matt Curfman quoted regarding some of the most important things you need to know about inheriting IRAs.

Building a World Class Financial Advisory Firm

September 20, 2010 – David Richmond and his vision of building a world class advisory firm featured in article written by Norm Trainor, Founder and CEO of The Covenant Group.

“Saving & Investing Tips for the Under-30 Set”

June 2009 – Matthew Curfman shares smart ways to save for those 30 years of age and under.