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.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Building Your Legacy
A four-step framework for building a personal legacy.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Second marriages are a trigger event to revisit any existing estate strategies.
A letter of instruction provides additional and more personal information regarding your estate.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?