Wright Money Tips
Episodes
Episodes of Wright Money Tips
Mark All
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)
· 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 y
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
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
The differences between a traditional IRA and Roth IRA The tax advantages of an IRA Converting your workplace retirement accounts How diversifying your portfolio can help you prepare for retirement The benefits of working with a financial prof
Employer benefit packages Life insurance plans How changes to your income and impact your budget The fundamentals of financial planning
The importance of naming beneficiaries. What happens if there are no beneficiaries listed. Why you should alert each beneficiary of being named on an account. Why it’s important to have updated contact information on file. Recommendations on h
Here are just a handful of things that they will discuss: Age qualifications for required minimum distributions (RMD) Reduced penalties for a missed RMD payment Catch-up provisions for retirement savings Changes to 529 plans for college educat
Age qualifications for required minimum distributions (RMD) Reduced penalties for a missed RMD payment Catch-up provisions for retirement savings Changes to 529 plans for college education Incentives for paying off student loans
· Important questions you should ask yourself when thinking about retirement: · How to make sure that your lifestyle needs are being met. · Common shortfalls to avoid if you plan to retire soon. · How family can pl
Here are a few things that they’ll discuss: Income as cash flows Medical and health care Advanced financial planning Risk management Tax-efficient strategies
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.
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 pr
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
Cash flow challenges Assets and debt Insurance planning Tax planning Long-term planning Protecting your privacy
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
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 av
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.
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
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.
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!
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?
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
A quick holiday message from Isaac Wright.
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