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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are common mistakes you can avoid when saving for retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Explore the growing influence women wield over the economy with this handy infographic.
How long does a $20 bill last?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Check out this video to begin separating fact from fiction.
When you retire, how will you treat your next chapter?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.