Wright Money Tips

Dec 29, 2023

• Where to invest your next dollar
• The importance of having an emergency fund
• The benefits of paying off debt and high interest rate credit cards
• Taking advantage of employer match benefits for your 401(k)

Nov 15, 2023

·         How purchasing a home can impact your cash flow.

·         Why it’s important to have a clear picture of the expenses involved in purchasing a home.

·         Why renting may be a good option versus home ownership.

·         How your credit score can impact the type of mortgage you qualify for.

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Oct 16, 2023

• Charitable contribution and gift planning strategies
• Potential tax benefits
• How to make gift planning part of your financial or legacy plan
• How charitable contributions and gift planning can impact your favorite nonprofits

Sep 22, 2023

Aug 24, 2023

• The definition of an annuity and its benefits as a financial product
• The different types of annuities that are available
• How an annuity serves as a contractual guarantee
• How annuities can help generate future income in retirement
• Why consider an annuity as an investment option
• How working with a financial professional...