Welcome to Richardson Financial !
As a full-service financial firm, we can guide you toward reaching your future goals. Our experienced team of Certified Public Accountants & Certified Financial Planners are not only focused on asset accumulation and wealth preservation, but more importantly, the way that we get to where you want to be. Whether it be business planning, charitable giving, saving for retirement, or leaving a legacy for future generations, we will help transform your dreams into reality. We achieve tax-efficient financial planning by combining decades of tax expertise, planning, and strategies with technical investment analysis.
For our individual income tax clients, we are now using a paperless E-Organizer system to submit your tax return data. This tool of the future is easy to use and easy to access. To find out more about the E-Organizer process, click the ‘Paperless E-Organizer’ link under the Client Information tab above.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Learn about the risks of not having health insurance in this informative article.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Savvy investors take the time to separate emotion from fact.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you have causes that you want to support with donations?