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WHAT'S THE WORD?
What could low oil prices mean for the global economy?
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Matt Featured in Jackson Magazine
Matt’s experience as a financial planner and his work with clients is featured in the December issue of Jackson Magazine. “I enjoy working with people and seeing the smiles on their faces when I explain how I can help them retire,†he shared. Read more here!
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Your End of Year Financial Checklist
U.S. News & World Report
It’s hard to believe 2014 is almost over. Dave spoke with U.S. News & World Report about end-of-year financial tasks, such as taking your required minimum distributions and considering converting to a Roth IRA. Get the insights here!
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GET EDUCATED! MAILBAG
"I'd like to donate to charity before the year is over. What recommendations do you have so that I can receive some tax advantages as well?" - Anonymous
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Thank you for your question, Anonymous. There are a multitude of strategies for investors who would like to benefit from tax-advantaged contributions. In fact, Dave was recently featured in an article with FoxBusiness that covered this same question and more. Check it out here. And don't forget to consult a qualified tax professional as well.
Have a topic you'd like to learn more about in plain English? E-mail Us Your Questions & Ideas!
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STIR UP SOME FUN!
Cinnamon Spiced Pecans
- 1/2 cup sugar
- 3 teaspoons ground cinnamon
- 1/2 tsp. salt
- 1 egg white
- 1 lb. large pecan halves
Directions:
In a small bowl, combine the sugar, cinnamon and salt; set aside. In a large bowl, lightly beat egg white. Add pecans; stir until coated. Sprinkle with sugar mixture; mix well. Spread in a single layer on a baking sheet. Bake at 300° for 20 minutes. Remove nuts from baking sheet to cool on waxed paper. Yield: about 6 cups.Recipe courtesy of Taste of Home.
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Earlier this month we had "Crazy Christmas Hat Friday," which was made even sweeter as clients participated with us! We are so lucky to have such a fun extended family!
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Richmond Brothers' Giving Tree
Friday, December 5 through Monday, December 22
We have so many blessings that we are grateful for and we want to share this wealth of blessings with those in need during the holiday season. So this year, Richmond Brothers' staff is happy to be donating non-perishable food items to the Jackson Community Food Pantry and new, unwrapped toys to Toys for Tots. We're looking forward to helping to make Christmas a little bit brighter for local families and children!
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Richmond Brothers' Holiday Office Closings
- Wednesday, December 24 - Friday, December 26
- Thursday, January 1
Please note that our office will be closed these days in honor of the holiday season.
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