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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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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.