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Financial Dynamics & Associates
Isaac Wright, president of Financial Dynamics & Associates, is a financial adviser and licensed insurance professional with a focus on retirement planning and asset preservation for families and retirees. He has assisted families and retirees in reaching their financial, retirement and estate planning goals for more than 15 years. Using an education-based approach to planning, he is a frequent, sought-after public speaker on retirement, estate and long-term care concerns. He is the author of Navigate Your Way to a Secure Retirement.
Required minimum distributions can be a tax minefield if you’re not prepared for them. Here are some basics anyone with a traditional IRA or 401(k) should know.
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More important than determining your investment strategy, outlining your post-retirement expenses can help ensure your money lasts a lifetime.
Make a plan to protect yourself mentally and financially, regardless of who becomes our next president.