Wright Money Tips

Dec 21, 2022

• Options for estimated federal income tax payments.
• What to do if you had capital gains the year before.
• Why it is important to review your W-4.
• The benefits of working with a financial professional.

Nov 21, 2022

• Determining if you need to make changes to your cash flow.
• How to combine finances.
• Maintaining separate or joint accounts.
• Reviewing your filing status.
• How to carefully structure your estate plan if you or your spouse have children from a previous marriage.

Oct 15, 2022

• Income cash flow needs
• Social Security benefits
• Asset transfers
• Employer life insurance and disability policies
• How a financial planner can help you with your unique situation

Sep 26, 2022

• Cash flow challenges
• Assets and debt
• Insurance planning
• Tax planning
• Long-term planning
• Protecting your privacy

Aug 15, 2022

• The roles of an executor in handling the payment of debts, distribution of assets to beneficiaries, taxes, and documenting this with the court.
• Creating asset inventory.
• Establishing an Estate Tax ID number.
• The possibility of being paid as an executor.
• How to determine if probate is necessary.
• Using an attorney to...