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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A quick look at how federal income taxes work.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Knowing your options when a CD matures can help you make a sound investment decision.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When considering life insurance, it's important to understand your options.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are hundreds of ETFs available. Should you invest in them?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.