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Wright Insights

Should You Consider an Annuity?

Should You Consider an Annuity?

many of us are still retiring in our 60s, but living into our 90s - this dilemma gave birth to the annuity, a way for workers to create their own pension

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Q2 2021: Onward and Upward

Q2 2021: Onward and Upward

There are many ways to construct a well-diversified portfolio. A common method is known as “core and satellite”. Think Jupiter and its moons.

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Value Investing Is All About Bargain Hunting

Value Investing Is All About Bargain Hunting

As an investor, I want a deal on my stocks as much as I want a deal on my winter coat. The essence of both propositions is to buy for less than what the assets are worth.

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Start Saving at 30 Not 40 If You Want to Be a Millionaire

Start Saving at 30 Not 40 If You Want to Be a Millionaire

If you want to be a millionaire, start saving at 30 not 40. By the time you turn 30, you’re likely well into your professional career and earning more than you spend.

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Balancing Capital Gains and Roth Conversions

Balancing Capital Gains and Roth Conversions

Tax Planning. Try to create tax efficient income by balancing capital gains and Roth conversions.

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Financial Planning Is Forecasting

Financial Planning Is Forecasting

A critical part of financial planning is developing a strategy that will deliver results that support your goals. This requires forecasting

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The best time to build a financial plan was when you started your first job. The second best time is today.

Schedule a meeting to learn how we could help you save more, invest better, and pay less in taxes.