Wright Money Tips

1. Learn some basic ideas about starting small if you are considering a fitness regimen.
2. What to look for when considering a gym or personal trainer (not just jumping on the bench press or taking a class).
3. The beauty of accountability and why sharing your fitness journey matters!

1. The renewed importance of actually completing your legal documents! 
2. Why a review of your Power of Attorney & Medical Directives matters with a life changing event.
3. Government rules that could affect the viability of your estate plan…and more!

1. Why a family first approach can help drive clear decisions with your money.
2. Portfolio considerations when setting up your finances around “who you are”.
3. Why enjoyment matters when building out your financial plan.

1. Timing the market – Does this strategy work?
2. Do you know what is in your portfolio now?
3. Help defining risk to determine your goals!

Learn more about:

1. 1. When to consider refinancing your home
   2. How to approach the closing table with a loan or refinance
   3. Fixed rate vs. variable rate discussion

• Tax Strategies for your portfolio
• Mutual Funds – Unexpected Tax Issues
• Tax Harvesting

Learn more about:

1. Tax Plan vs. Tax Prep
2. Asset Location
3. Highly Appreciated Stock