Welcome to Richardson Financial !
As a full-service financial firm we offer solutions to our clients’ needs. We have created this website in order to answer any generic questions about our firm and to be a resource for a wide array of information and market research. This website is also used to facilitate our clients in accessing their own accounts and information. Feel free to browse through our menu of options and contact us with any questions you may have.
If you are currently an investment client, you may access your investments by clicking the link labeled ‘My Account’ below. For those using Citrix Sharefile, you may log in by clicking on the link under the Client Information tab above. For those not set up yet, you may upload your documents to us in an encrypted manner, by clicking HERE.
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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
For many, retirement includes contributing their time and talents to an organization in need.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
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.
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 presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.