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Women and Retirement Ready for Retirement? When Do You Need a Will?

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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When Life Insurance Becomes Taxable

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Determine your potential long-term care needs and how long your current assets might last.

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

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Estimate how much you have the potential to earn during your working years.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Surprise! You’ve Got Money!

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There’s an alarming difference between perception and reality for current and future retirees.

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