Wright Financial Group, LLC

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Retirement Reports

Below you will find our entire report library packed full of information about your retirement options.

Reports

Why Investing in Mutual Funds Could Jeopardize Your Plans for Retirement

Full Report Why Investing in Mutual Funds Could Jeopardize Your Plans for Retirement Unfortunately, since many advisors who serve clients in the Baby Boomer demographic entered the business during the 1980s and 90s, in what was the best stock market in US history, they became stock market specialists favoring growth instead of income. Many of them also became focused on mutual

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Reports

Understanding RMDs

Full Report UNDERSTANDING RMDS The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So, if we’re in the 24% tax bracket and we put money into a tax-deductible IRA or

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Reports

Understanding Maximizing SS Benefits

Full Report Understanding Maximizing SS Benefits Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will be one of those sources, but how much you can expect to receive depends on many factors. There are ways to

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Reports

The Income Generation Report

Full Report The Income Generation Report Portfolio failure is an unspoken crisis that is quietly decimating the dreams of countless people with the hopes of enjoying a more financially secure retirement. The 50-year-old who invested in the stock market during the summer of 2000 and planned to retire at 65 may have had to let that birthday pass

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Reports

The Case For Fixed Income

Full Report The Case For Fixed Income Renewable Resource — A natural resource that can replenish itself naturally over time. We hear the term “renewable resource” used often when referring to energy—solar, wind, and even tidal energy. Most agree that the practical use of renewable energy is essential for our future well-being. The same can be said for money, investing, and retirement. By

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Reports

Reset Your Retirement

Full Report Reset Your Retirement Traditionally, the key to a financially solid retirement plan has beento save early – from the day you start working. It’s always been good advice to live by, but today’s retirement is more complex. It requires a different approach. It wasn’t always this complicated. There was a time – in the not-so-distant past

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Reports

Negative Spin

Full Report Negative Spin Everyone understands that the mass media has changed drastically in the last 10 to 15 years. Not so long ago, we relied on daily newspapers, TV, and radio for all the information we needed to help us make informed decisions and stay abreast of current events. Now, in the age of the internet,

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Reports

Investing For Income In The Stock Market

Full Report Investing For Income In The Stock Market When people think of Investing for Income, the first thing that might come to mind is investing in non-stock market investments, like bonds.Yes, bonds and bond-like instruments are an important part of investing for income, but there is also a way for those with the willingness and ability to endure some

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Reports

Financial Defense

Full Report Financial Defense The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: the Green Bay Packers under Vince

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Reports

Facing Volatility

Full Report Facing Volatility It was one of the scariest days Wall Street has ever seen. On February 5,2018, the Dow Jones Industrial Average dropped nearly 1,200 points—the largest single-day point decline in stock market history. Still, it  would’ve been worse. The Dow had fallen about 1,600 points before buyers charged back in to help erase some of

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Reports

Estate Planning

Full Report Estate Planning When most people think of estate planning, they usually think about wills, trusts, and where your money goes after you die, but it’s actually much broader than that. It includes other things of which you might not be aware, and this report discusses them. Before we begin, I would like to clarify that

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Reports

Essentials Of What You Need To Know

Full Report Essentials Of What You Need To Know Income is not a new concept. It’s been around for centuries, as a way for people to get paid for some form of labor or capital. However, after decades spent working for our income, the last thing most of us want is to have to keep working during

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Reports

Bonds Vs Bond Mutual Funds

Full Report Bonds Vs Bond Mutual Funds Since many of today’s advisors got into the business during the 1980s and 90s, in what was the best stock market in U.S. history, most have become stock market specialists. Frankly, if they do fixed income, it’s usually an afterthought, and most will simply take the easy way out and

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Reports

Are Your Allocations Right For RMDs

Full Report Are Your Allocations Right For RMDs There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to minimize taxes, minimize taking principal, and earn as much as possible. These goals are easy enough to understand, but there are many factors

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Reports

7 Risks To Your Retirement

Full Report 7 Risks To Your Retirement Most of us look forward to retirement, imagining that we’ll get to relax and enjoy activities we haven’t had time for – such as traveling, reading, and exercising.  However, as Baby Boomers and pre-retirees transitioninto full retirement, many don’t realize they are crossing the threshold into an entirely

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Reports

10 Signs You’re Working With A True Retirement Income Specialist

Full Report 10 Signs You’re Working With A True Retirement Income Specialist If you’ve asked your financial advisor to move your assets into more conservative investment vehicles, such as bonds and bond-like instruments, and they didn’t fight you about it, then you might be working with a true retirement Income Specialist. Income Specialists know that

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