In the Media

 

Press Highlights

Richmond Brothers, Inc. has been highlighted in:

2014

Building a tax efficient retirement and estate plan

April 1, 2014 – Matt Curfman discusses tax-efficient planning strategies for near retirees when planning for their retirement and leaving a legacy.

 

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Estate Benefits of Roth IRAs Curtailed in Obama Budget

March 6, 2014 – Matt Curfman talks about the proposed changes to IRA rules under President Obama’s 2015 budget outline.

 

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Creating A Happy Retirement

February 24, 2014 – Matt Curfman discusses his thoughts on how to create a happy retirement outside of money.

 

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Saving for your aging parents: an easy guide to where to start

January 30, 2014 – Dave Richmond discusses how to gauge the long term care plans and risks faced by elderly parents.

2013

Should You Convert Your IRA to a Roth?

December 8, 2013 – Dave Richmond discusses the tax and estate planning benefits of converting to a Roth IRA.

 

The secret to finding fulfillment at work

November 27, 2013 – Dave Richmond shares his story on how to find success both professionally and through charity work in Senior Market Advisor’s December feature. 

 

Boomers Need to Talk About Long-Term Care

November 27, 2013 – Matt Curfman discusses concerns regarding long-term care options for boomers approaching retirement age.

 

      

Double Duty

November 4, 2013 – Dave Richmond offers his thoughts to Financial Advisor Magazine on how retirees can find a middle ground between charitable giving goals and the need for retirement income. 

 

 

Many options exist to pay for college

October 31, 2013 – Matt Curfman writes about the range of options available to help fit college planning into your overall financial plan. 

 

 

Mass affluent focusing more on retirement, less on debt

October 28, 2013 – Dave Richmond provides his thoughts on how the mass affluent are turning their financial priorities from short term debt to long term planning. 

 

 

What retirees should do when the kids come back

October 22, 2013 – Matt Curfman offers his thoughts to USA Today on adult children moving home with retiree parents and how to plan around this financially.

 

 

Charitable Donation Tips for Boomers

August 29, 2013 – Dave Richmond offers advice to charitable baby boomers in a Q&A dedicated to philanthropic best practices.

 

 

BDCs Still a Swell Spot for Yield

August 2, 2013 – David Richmond discusses alternative assets and how they fit the needs of Richmond Brothers’ clients.

 

 

 

Stocks Slump on Disappointing Jobs Data

August 2, 2013 – David Richmond talks about recent drivers behind the market’s continued rise and seasonal trends .

 

 

How to Know When You Should Claim Social Security Benefits

August 1, 2013 – Dave Richmond discusses how boomers can make an informed decision on when to start Social Security benefits.

 

 

The Social Security mistake that costs retirees thousands

July 31, 2013 – Dave Richmond addresses maximizing Social Security benefits and the potential obstacles that retirees face.

 

 

Haven’t Saved Enough for Retirement? What to do?

July 1, 2013 – David Richmond discusses strategies near retirees can take to increase their retirement income.

 

 

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

2012

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.

 

Press Releases

Richmond Brothers, Inc. Sponsors Ed Slott’s Retirement Rescue! during WKAR Fundraising Campaign

Dave Richmond and Matt Curfman attend Ed Slott Master Elite Workshop

Ed Slott Live in Jackson!

Richmond Brothers Co-Hosts America’s Wealth Management Show

2011

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)

 

Press Releases

Richmond Brothers Sponsors Lingap Children’s Foundation “Hope for Orphans” Benefit

David S. Richmond Earns Master of Science in Financial Services Degree from the American College

2010

Richmond Brothers in Napoleon Township keeps growing through word of mouth

October 11, 2010 – Company profile featuring Richmond Brothers

 

Press Releases

Richmond Brothers Honored by Jackson Community College Foundation for Scholarship Donations

2009

 

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.

 

      Matthew Curfman honored as 30 Under 30

 

2007

David Richmond honored with Crockett Award

2006

Richmond Brothers Assists with JCC Scholarship

 

Wilbur Dungy Endowment Contribution
       
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