Richmond Brothers, Inc.

08/17/2026

⚾ What a day at the ballpark!

Yesterday, we had the pleasure of spending the afternoon at Comerica Park with so many familiar and new faces from our RB family.

The Tigers may not have come away with the win, but they certainly kept us watching until the end — and we were especially grateful that the rain held off! 😊

More than anything, we loved the conversations, laughter and opportunity to spend time together outside the office. One of our favorite parts of days like this is getting to know one another better and meeting more of the people who are important in each other's lives.

Thank you to everyone who joined us for Share a Day at the Ballpark. We're grateful you chose to spend your Sunday with us, and we hope you had as much fun as we did!⚾🐯

— The RB Team

08/05/2026

📺 Could two people retire with the exact same savings... and have very different retirement outcomes?

It's possible—and the reason may surprise you.

In this week's JTV appearance, our CEO, Matt, explains why the timing of market returns during the early years of retirement can have a lasting impact and shares one strategy that may help prepare for market uncertainty.

Watch the segment below, and if you'd like to learn more, we're happy to send you a complimentary copy of Matt's book, FearLESS Retirement.

Airdate: August 4th, 2026 “This segment is paid promotional content. JTV received compensation for this appearance. JTV does not endorse or recommend Richmond Brothers, and no additional compensation or conflicts of interest are created beyond the paid promotion.” Northwest Superintendent Geoff ...

07/30/2026

What a wonderful way to kick off RB Social Circle! ☕💚

This morning, we gathered for our very first Coffee & Conversation with Sally, and it was wonderful to see some of our RB family connecting, sharing stories, and building new friendships.

A special thank you to Vito's Espresso for their warm hospitality. Their welcoming atmosphere, delicious coffee and tea, and friendly team made it the perfect place to begin our newest community group. If you haven't had a chance to visit, we encourage you to stop in and support this great local business!

If you're an RB client and haven't joined RB Social Circle yet, we'd love to welcome you. Join our private Facebook group to see more photos from the morning, stay up to date on future gatherings, and connect with fellow members: https://www.facebook.com/share/g/1J8pAKswnN/

We can't wait to see where this new community grows from here!

07/26/2026

🎉 Happy Birthday to Dan, our Senior Financial Advisor!

🦸‍♂️ Office Superpower: Bringing clarity and confidence to important conversations.

Dan has a thoughtful way of listening, asking the right questions, and helping clients navigate important financial decisions with confidence. We're grateful for the care, wisdom, and steady guidance he brings to the families we serve every day.

Help us wish Dan a wonderful birthday! 🎂

07/15/2026

Many parents and grandparents love the idea of helping the next generation financially—but deciding where to save can bring a lot of questions.

529 Plan? Roth IRA? Trump Account? Custodial account?

Each option was created with a different purpose in mind, which is why the first question isn't always about the account.

It's about your goal.

Are you hoping to help with education? Encourage long-term savings? Provide flexibility for the future?

Starting with what you want the money to accomplish can help make the next step clearer.

Learn more in this Richmond Refresher:
https://richmondbrothers.com/trump-account-vs-529-plan/

07/08/2026

A new savings option has many parents and grandparents asking:

“Should we open a Trump Account for our child or grandchild?”

It’s a thoughtful question, but choosing the right account often starts with a bigger conversation:

What are you hoping this money will accomplish?

A 529 Plan, Roth IRA, custodial account, or Trump Account can each serve a different purpose depending on your family’s goals.

In this Richmond Refresher, Dan discusses how to think through your options and why starting with the goal—not the account—can help guide the decision.

Watch the video and read the full article here:
https://richmondbrothers.com/trump-account-vs-529-plan/

😀

A new savings option has many parents and grandparents asking the s...

07/07/2026

🎉 Happy Birthday to Tara, our Chief Operating Officer!

🦸‍♀️ Office superpower: Turning ideas into action.

Tara has a gift for taking big ideas, creating a path forward, and helping our team bring them to life. Her leadership, problem-solving, and dedication help move RB forward every day.

We’re grateful for all she does for our team and our client family.

Help us wish Tara a wonderful birthday! 🎂

07/04/2026

Happy Independence Day!

As we celebrate our nation's 250th year—we're reminded how meaningful it is to spend time with family and friends and appreciate the freedoms we enjoy.

From all of us at Richmond Brothers, we wish you a safe, happy, and memorable Fourth of July.

❤️🤍💙

06/19/2026

In observance of Juneteenth, our office will be closed Friday, June 19. We will reopen Monday, June 22.

Whether you're spending time with family, attending a community event, or simply enjoying a slower pace for the day, we hope you have a meaningful holiday weekend.

❤️