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.
How often do you find yourself Googling Roth contribution limits? Below is a full breakdown of allowable retirement plan contributions by plan type, along with the age-based catch-up rules and income thresholds that determine how much you can put awa
Your Social Security number, mother’s maiden name, hometown, and elementary school are almost certainly for sale somewhere on the internet right now. Data breaches at banks, retailers, healthcare providers, and government agencies have exposed
Sequence of Return Risk Explained By: Noah King, Intern If you follow any talking heads online, you might have heard the term “sequence of return risk.” It can be worrisome for retirees and those quickly approaching that life milestone. I
Market Update: Second Quarter 2026 If you read the headlines last quarter, you’d think the market should have had a rough few months. The Strait of Hormuz was in the news, oil prices spiked when the conflict with Iran escalated, and inflation n
SpaceX Is A Public Stock. Here’s What You Need to Know: SpaceX priced its IPO (Initial Public Offering) this week at a valuation of roughly $1.8 trillion, instantly becoming one of the largest public offerings in history. If you follow financial ne
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...
