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Richardson Financial Services is a premier financial planning firm, serving the financial needs of selected individuals by preparing and monitoring individualized comprehensive financial plans, and providing the implementation platform for those plans.
We encourage you to explore our site and learn more about our services. If you would like to contact us immediately, please call us at 508-533-2335. Or, if you prefer, you can send an e-mail to info@rfsria.com. We look forward to having a conversation with you.
Newsletters
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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.