• 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 planning…and much more!

A quick holiday message from Isaac Wright.

• How did Mercy Mall of Virginia get its start?
• What services and resources does Mercy Mall provide to individuals and families?
• How can members of the community become involved with Mercy Mall?

1. What is going on with ACA plans for 2022?  The pros and cons.
2. Should I change healthcare plans during open enrollment?
3. What options make sense for Medicare solutions…and much more!

1. How can people afford the cost of a home today?
2. How interest and savings rates are driving factors with home and real estate buyers
3. Where does supply factor into the real estate market…and much more!

1. How to be careful not to fall into the “cash” trap.
2. I’ll get serious about saving…next year mindset pitfall.
3. Never getting around to reducing risk when prompted… and much more!

Learn more about:

1. Why jumping on any investment without a game plan is the wrong approach.
2. Do you really understand the different risks you are taking with your investment dollar?
3. How to minimize the “emotional roller coaster” to help stabilize thoughts related to your investments…and much more!