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!