Planning Today for the Uncertainties of Tomorrow.
At Read Wealth Management, we understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, insurance, and rising healthcare costs.
Because over eighty percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Is your estate in order? This short quiz may help you assess your overall strategy.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding the economy's cycles can help put current business conditions in better perspective.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?