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Wright Money Tips

May 20, 2022

  • The importance of identifying what you’re trying to accomplish before investing.
  • Whether you will need most if not all the money within a certain window of time.
  • Determining how liquid your other assets may be.
  • Do you need to review your risk tolerance?

 

 


Apr 15, 2022

  • Which documents you should keep and the ones that could be done away with.
  • Documents that are commonly overlooked.
  • Additional ways to file or store important documents.

 


Mar 15, 2022

  • Will the surge in early retirement continue and should you consider this option?
  • What does “work optional” mean?
  • Key points to evaluate a transition to either approach above…and more!

 


Feb 15, 2022

  • How much can you invest into an I bond annually and when?
  • What time horizons do you need to consider when choosing an I bond?
  • How do you purchase an I bond or set up an account?

 


Jan 26, 2022

  • Consider looking back before looking forward.
  • Identifying new life events on the horizon to help prioritize any excess cash flow.
  • The importance of reviewing your employer benefits.
  • Understanding the difference between tax preparation and tax planning…and much more!