By Adam K. Wright, CFA®, CFP® When you’re within five to ten years of retirement, it’s quite common (and smart) to focus on your savings and...
Retirement Planning With the End in Mind
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Blog
4 Reasons to Think Twice About Retiring Later in Life
By Adam K. Wright, CFA®, CFP® Many people dream of retiring at a certain age, but will your growing needs always align with your numbers?...
Building a Balance Sheet That Has ALL Your Assets & Liabilities
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...
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!
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.