RICHMOND BROTHERS, INC.

Asset Manager

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When Aging Parents Need Financial Help

[Read: Helping Aging Parents Manager Their Money ... up when mom and dad get sick and eventually pass away," points Dave Richmond, founder of Richmond Brothers Inc., a wealth management firm in Jackson, Michigan. Discuss finances before things come ...

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USNews
July 29, 2014
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Business Notebook: Jackson Orthopedic Specialists receive award for excellence; Tara Furnas promoted to vice President at Richmond Brothers

Richmond Brothers announces Tara Furnas as vice president Jackson, MI — Wealth management firm, Richmond Brothers, Inc., has promoted Tara Furnas to vice president. Furnas, previously the director of client relations, now will oversee day-to-day ...

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MLive
January 8, 2015
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Jackson Tunes in to “America's Wealth Management Show” at NEWS/TALK 970, WKHM-AM

David Richmond and Matthew Curfman, advisors at Richmond Brothers, Inc. based in Jackson will join the show each week as co-hosts to offer listeners their commentary on investment management and retirement income strategies. “With the volatility of the ...

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PR.com
December 31, 2011
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New Year’s Considerations for Retirement Planners

Dave Richmond, president of Richmond Brothers, Inc., agrees. “The markets have done incredibly well since their recovery in 2009, but if you don't rebalance, you're just building a bigger roller coaster,” he said. “As you save more, you have to make ...

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Think Advisor
January 12, 2015
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Mass Affluent Focusing More on Retirement, Less on Debt

Dave Richmond, president and founder of retirement consulting firm Richmond Brothers, Inc., says this group is the first to be squeezed by both parents and children, and is also being confronted with a changing work environment. “They are technologically ...

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Fox Business
October 28, 2013
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Philanthropic advisers recognized for service

David S. Richmond, a partner at Richmond Brothers Inc. in Jackson, Mich., was a finalist in the category for his support of the Lingap Children's Foundation, along with Randall M. Thompson, an adviser with Lincoln Financial Advisors in Houston, for work ...

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Investment News
September 19, 2014
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Tax Tips for Newlyweds

Here's a look at what the newly married should consider ... might be using some unorthodox tax-filing techniques, according to Matt Curfman, a certified financial planner and senior vice president at Richmond Brothers, Inc., a financial planning firm ...

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Yahoo Finance
February 11, 2014
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Are your clients ready for an end to QE?

“We somehow as humans have something programmed into our DNA that the farther we move from a bad experience, we convince ourselves it is impossible to happen again,” said Steve Blumenthal, founder and CEO of CMG Capital Management Group Inc. in King of ...

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benefitspro.com
April 11, 2014
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Tax Tips for Newlyweds

Perlman also suggests that newlyweds adjust their tax withholding with their ... a certified financial planner and senior vice president at Richmond Brothers, Inc., a financial planning firm in Jackson, Mich. "Bringing in a professional and getting an ...

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Yahoo News
February 11, 2014
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The secret to finding fulfillment at work

president and founder of Richmond Brothers, Inc., a RIA based in Jackson, Mich., helps run along with its founder, John Drake. “Helps run” may be a bit of an understatement, in fact. Richmond is no long-distance, write-a-check-and-be-done-with-it donor.

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Life Health Pro
November 27, 2013
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Estate Benefits of Roth IRAs Curtailed in Obama Budget

“The Obama team put this out in an effort to simplify tax law when it comes to retirement accounts,” says Matt Curfman, a financial planner with Richmond Brothers Inc. in Jackson, Mich. “Thank you, but no thanks…. It takes away from the planning ...

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AARP
March 7, 2014
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Tara Minerals Corp TARM

"We urge all shareholders to read carefully the 10Q filed by Firma Holding as it gives a great discussion of potential and possible... A filing of aSC13g by Richmond Brothers Inc. Revealing their holdings in FRMA Richmond Brothers is a Financial and ...

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Stockhouse
May 29, 2014
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Tax Tips for Newlyweds

You might also want to consult a professional if you suspect your partner might be using some unorthodox tax-filing techniques, according to Matt Curfman, a certified financial planner and senior vice president at Richmond Brothers, Inc., a financial ...

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Yahoo New Zealand
February 11, 2014
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Richmond Brothers, Inc. Sponsors Ed Slott’s Retirement Rescue! During WKAR Fundraising Campaign

Jackson, MI, December 06, 2012 --(PR.com)-- Richmond Brothers, Inc. announced last Friday that it is a WKAR Pledge Sponsor and has donated $7,500 to the Michigan State University media station. “We are proud to support public broadcasting in addition to ...

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PR.com
December 6, 2012
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Jackson Company Line: Richmond Brothers, Inc. becomes WKAR sponsor for Ed Slott's Retirement Rescue!

Richmond Brothers, Inc. has announced that it is a WKAR Pledge Sponsor for Ed Slott's Retirement Rescue! and has donated $7,500 to the Michigan State University media station. Ed Slott's Retirement Rescue! is a program for American consumers concerned ...

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MLive
December 5, 2012
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Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

Nikolai of Aspiriant in Cincinnati. The honorable mentions for the Community Service Award are: Mark J. Smith of M.J. Smith and Associates in Greenwood Village, Colo.; Michael K. Farr of Farr Miller & Washington in Washington, D.C.; Duane Chaney of Raymond ...

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Investment News
July 22, 2014
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Richmond Brothers, Inc. Hosts Charity Golf Scramble to Benefit The Lingap Children’s Foundation

Jackson, MI, August 04, 2013 --(PR.com)-- Richmond Brothers, Inc. is hosting its first ever golf scramble to benefit The Lingap Children’s Foundation on Friday, August 16, at the Arbor Hills Golf Club in Jackson, Michigan. “We are pleased to further ...

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PR.com
August 4, 2013
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