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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate