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Wright Money Tips

Jul 15, 2022

  • How to review your expenses and identify your variable rates.
  • How to review your income plan before making an employment decision.
  • Consider annuities because of their guaranteed income and increases for inflation.
  • How an HSA can serve as an avenue for helping with rising medical costs
  • How to work with an advisor to...


Jun 20, 2022

  • How to protect yourself from potential cyber threats.
  • What to do if you are a victim of identity fraud.
  • Tips to protect you and your family with social media and downloadable apps for your phone.


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!