At Wright Wealth Management, we don’t just handle retirement planning, taxes, or portfolio management. We explore all growth opportunities in life and finances to maximize lifelong wellness holistically. From the latest industry information to noise-making news, we’re asking and answering tough questions and sharing no-nonsense insights. Our ultimate goal is to provide you with the clarity and confidence you need to navigate the Wright Wealth landscape for you.
As individuals approach the culmination of their careers, concerns about financial stability and lifestyle transitions often come to the forefront. The journey of Evelyn and Thomas showcases the thoughtful preparation and sacrifices required to trans
Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept of money scripts the unconscious beliefs about money that shape our financial dec
I’ve re-written this update three times now – once for each major change in the investment news over the last two weeks. Headlines have been very unsettling so far this year. Trade tensions, recession fears, inflation concerns, and federal budget
This past month has been a rollercoaster for stocks and if you’re starting to feel the pain, you’re not alone. Let’s make some sense of what’s going on. Watch as a video instead: https://youtu.be/_nC3e83HZH4 We have experienced pullbacks
401(k), 403(b), i401(k) and 457 Plans *Earned income must always be higher than your retirement deferrals. Traditional and Roth IRAs Income Limits for Roth IRA Contributions Single and Head-of-Household Filers Married Filing Jointly Income R
Are you familiar with the butterfly effect, or how small actions can have big, often unexpected ripple effects? The classic example (and its name source) is a butterfly flapping its wings in one locale altering the air pressure just enough to generat
Remote Access Scam – Jane Doe lost $10K Summary: A Gemmer client fell victim to fraud after responding to a text message from a bad actor posing as a representative of their financial institution and then granted the bad actor remote access t
The Social Security Fairness Act, signed into law in January 2025, removes two rules that previously reduced Social Security benefits for certain government workers. These rules were called the Windfall Elimination Provision (WEP) and Government Pens
When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions. But there’s another reason behind some of the financ
