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...
2023 Social Security Changes and Guide to Filing for Benefits
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Blog
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!
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.
Criminals Are Getting Creative to Scam Seniors
Everyone with a phone or an email address has been contacted by a scammer with some exciting news. Whether it’s a text from Amazon about a laptop you’ve just won. Responding can jeopardize your financial safety.
In the Digital World, Nothing Is Really Free
Be wary of the “free” offer. And remember this line from Silicon Valley, “When the product is free, you’re the product.” In the financial industry, free/no commissions does not always mean no cost.
5 Things You Need to Know If You Want to Be a Property Manager
If you’re seriously considering buying a rental property and operating it as property manager, there are five things you need to know.
What’s a Fiduciary Financial Adviser and Why Should I Care?
Know the difference between a fiduciary financial adviser and everyone else. We are a fiduciary adviser because we believe that limits the conflicts of interests between us and the clients we serve.
We’re Investing in Our Business
Welcome to Wright Associates, Kyle Beckhusen!
Investing Positively
There are always reasons to sell. But being an optimist and thinking positively can keep you focused on the long-term and invested. In other words, the optimist earns the returns.