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.
By now, you may have heard about 530A accounts, aka Trump Accounts. These are new, tax-advantaged savings vehicles designed for minor children. They were signed into law in 2025 and are launching on July 4, 2026. While some details are still being fi
Every fall, Social Security announces its cost-of-living adjustment for the coming year, and every fall, retirees brace for the Medicare premium announcement that follows shortly after. In 2026, the gap between the two numbers is worth paying close a
Giving Smarter: How to Make Your Charitable Donations Work Harder Most people give to charity because they want to make a difference, not because of the tax benefits. But those two goals do not have to be mutually exclusive! With some straightforward
Market Update: First Quarter 2026 I’m grateful to be writing this to you from my new home office! Blue skies above and flowers in bloom outside the large window I chose for this space. While the picture is rosy at my house right now, the...
As more adults in their golden years explore new relationships—both online and in person—the risk of financial exploitation has increased. Scammers often target seniors seeking companionship, using emotional manipulation to gain trust and ultimat
In six of the past seven years, the S&P 500 has delivered double-digit returns. That kind of consistency speaks to the power of long-term investing, even in the face of frequent uncertainty. What made last year especially notable is that returns
It has been nearly three years since the arrival of OpenAI’s ChatGPT-3.5, marking generative AI’s watershed moment. Suddenly, algorithms could produce text, computer code and images comparable to human output—and an AI investment boom was under
Happy New Year! The fourth quarter of 2025 capped off a strong year for investors, rounding out a period in which virtually every major asset class delivered positive returns. Equity markets continued to advance during the quarter, supported by resil
The final weeks of the year tend to blur together in a whirlwind of pie orders, last-minute shopping, school concerts, and cross-country flights. But amid the bustle, it’s worth pausing to take stock of your financial picture. A few thoughtful step
