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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Four vacation destinations you might never have thought of.
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Don't let procrastination keep you from pursuing your financial dreams and goals.
Tax preparation may be the perfect time to give the household budget a check-up.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding the types of extended care services—and what those services could cost—may be critical.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We'd love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn about what risk tolerance really means in this helpful and insightful video.