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.
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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
To choose a plan, it’s important to ask yourself four key questions.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how to set up your financial goals for success? This knight does.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?