By Adam K. Wright, CFA®, CFP® Any financial adviser will tell you that the personal balance sheet is a crucial part of understanding your overall...
Building a Balance Sheet That Has ALL Your Assets & Liabilities
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Blog
Inflation’s Impact on Your Retirement Plan
By Adam K. Wright, CFA®, CFP® Inflation was a big buzz word in 2022, and for good reason. It affects purchasing power, and can setback retirement...
Entering the Retirement Redzone: How a Good Fiduciary Adviser Adds Value
By Adam K. Wright, CFA®, CFP® Thinking about retirement is equal parts thrilling and terrifying. How do you know if you have enough money saved?...
How to Maximize Your Charitable Giving
By Adam K. Wright, CFA®, CFP® When it comes to financial and retirement planning, charitable giving is an important component of the legacy you may...
Year-End Financial Planning Checklist
By Adam K. Wright, CFA®, CFP® With the holiday season upon us, many people are looking forward to the fresh start of a new year. Even though you may...
Why I Became a Financial Adviser
By Kyle Beckhusen, CFP®, CLU People who enjoy working with numbers don’t always enjoy working with other people. They usually prefer to work behind...
2023 Social Security Changes and Guide to Filing for Benefits
By Adam K. Wright, CFA®, CFP® The Social Security Administration just announced an 8.7% increase in 2023. That’s right, as the stock and bond...
What You Should Know About Choosing a Medicare Plan
By Adam K. Wright, CFA®, CFP® There is a lot to do to prepare for retirement. A key item on every retiree’s checklist is enrolling in Medicare....
The Best Parts of Compounding Interest Happen at the End
By Adam K. Wright, CFA®, CFP® A major tool when it comes to retirement planning is your investment portfolio. When planning for the long term,...
The Cost of Putting Off Financial Planning
By Adam K. Wright, CFA®, CFP® Planning for retirement takes a long runway. Waiting for conditions to improve or until you make a little more can...
5 Factors That Affect How Long Your Retirement Funds Will Last
By Adam K. Wright, CFA®, CFP® The top concerns of retirees and pre-retirees may vary from person to person, but almost all worry about running out...
Protecting What’s Important: Life Insurance
By Adam K. Wright, CFA®, CFP® Insurance is a key component to financial plans—and especially life insurance. Ultimately, life insurance’s highest...
Why I Became a Financial Planner
How Adam Wright got started as a financial advisor and how he can help you retire by design, not default!
Q2 2022: The Effects of Rising Interest Rates
June 2022: A bear market in almost everything. What to do with your investment plans with you have a bear market in in stocks and bonds and volatility everywhere.
Investment Principle: Staying Invested Matters
A key investment principle that is a part of everyone’s financial plan is that staying invested matter. When it comes to your retirement plan, staying invested matters through market ups and downs to earn the returns you need to meet your retirement goals. Missing just few of the best days can seriously set back your well laid financial plans. Have a bad market action plan.
I-Bonds
I-Bonds are paying 9.62% interest through October 2022. Should you add them to your portfolio?
Investing Is Risky, Have a Plan
Investing is risky, have a financial plan that matches your portfolio to your goals. Think in terms of cash flow.
2022 Tax and Investment Planning
With 2021 complete, now is a great time to review tax returns and set your investment and tax plan for 2022