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...
Year-End Financial Planning Checklist
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Blog
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
Download Your FREE Roth IRA Tax Planning Guide
Download Your FREE Roth IRA Tax Planning Guide
Password Managers Make Your Life Easier. Full Stop.
When planning for retirement, we need a place to protect our digital assets. A password manager can help make sure important data is not lost. Read more on how a password manager can be used in your retirement plan.
Q1 2022: Starting With Volatility
Many mutual funds will fail to beat the market net of fees and taxes. While keeping costs low is important, so is knowing what you own in your investment and retirement plans.
What You Need to Know About Social Security to Maximize Your Benefits
Social Security is a key piece to retirement plans. It’s also inflation protected. Read more on how to maximize your benefits.