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.
Helpful Content
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.