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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn a little about worldwide currency in this fun infographic
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the importance of having an estate strategy in this helpful and informative video.
A bucket plan can help you be better prepared for a comfortable retirement.