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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Ascertaining the value of your business is important for a variety of reasons.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how to set up your financial goals for success? This knight does.