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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.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

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There are some smart strategies that may help you pursue your investment objectives

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A Bucket Plan to Go with Your Bucket List

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Surprises

Making the most of surprises is a great reason to work with us.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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