Navigate Your Way To A Secure Retirement

ISAAC WRIGHT is a financial planner specializing in retirement planning and asset preservation for families and retirees. He is the President and CEO of Financial Dynamics and the Estate and Elder Planning Center of Virginia, located in the Richmond area. Isaac has been assisting families and retirees reach their financial, retirement and estate planning goals for over a decade, building a reputation among his clients and colleagues as a personally engaged problem solver who provides exceptional customer service. Working with other advisors, attorneys and caregivers, Isaac’s approach is inclusive, transparent and education-based. Widely recognized in Virginia and beyond as a specialist in retirement planning, Isaac frequently appears on television, radio, webcasts and in public seminars focusing on financial and legal retirement planning, the economics of long-term healthcare and asset preservation. His blog, Wright Advice for Your Money, can be found at www.wrightmoneyadvice.com. Isaac has been a member and contributor of several mentoring and private coaching groups, including Ed Slott’s Elite IRA group and the Longevity Planning Institute. He is also a member of the National Ethics Bureau. A lifelong resident of the Richmond area, Isaac is a graduate of Virginia Commonwealth University.

Introduction
A False Sense of Security
Medicaid Misconceptions
Making Cents of Your Healthcare Options
Is Your Power of Attorney Powerless?
The “I Love You, But...” Will
The Revocable Living Trust
The Social Security and Pension Shuffle
Mapping Your Successful Retirement
Watch Out for Hidden Fees
Where to Go From Here
Index