Wright Wealth Management

Amazing recent panel on aging hosted by the Pleasant Hill Commission on Aging. Please give it a watch if you or someone you know is navigating the challenges that come with aging, health care, and community services.

Pleasant Hill Commission on Aging - Proactive Aging Workshop Pleasant Hill Commission on Aging - Proactive Aging Workshop - February 20, 2025

HUGE News for public employees - the Social Security Offset has been repealed! This means that if you are receiving a public pension (teachers, firefighters, police, etc.) and you paid into Social Security, you may be able to receive BOTH benefits! Read all the details here:

Wright Wealth Management | The Social Security Fairness Act 16 Jan The Social Security Fairness Act Posted at 22:46h in Family Financial Planning, Finances, Money, Retirement Income Planning, Social Security Timing by Angela Wright The Social Security Fairness Act, signed into law in January 2025, removes two rules that previously reduced Social Security ben...

Wondering why the Dow dropped 1,100 points on Wednesday?! We've got you covered in our latest market update:

Wright Wealth Management | Market Update: December 20, 2024 20 Dec Market Update: December 20, 2024 Posted at 22:13h in Investment Portfolio Management, Market Update by Angela Wright Happy Friday! I’m here with a quick but important market update following Wednesday’s 1,100-point drop in the Dow—a move that understandably caused concern for many. My g...

Heard the advice that you should pay off your mortgage before you retire? Turns out this may not be the most sound advice for everyone. In our latest post, we're talking about why it might not make sense to pay down your mortgage faster. Click here to read why: https://www.getwrightwealth.com/why-paying-off-your-mortgage-early-might-not-be-the-best-financial-move/

New video alert! Curious how elections have impacted markets, and what will happen based on who controls Congress? Watch on!

Market Returns During Election Years Another election day has come, the seventh since I started voting. In many ways, this year’s presidential election feels like the most unusual one yet. In ju...

Got Medicare questions? We've got answers! Our popular Medicare workshop has been recorded and is available for viewing now!

You'll learn:
Medicare basics: Parts A, B, C, and D
Enrollment periods and when to sign up
How to choose the right plan for you
Special Focus: 2025 Medicare Changes

The ABCD's of Medicare Are you turning 65 soon? New to Medicare? Or just want to understand your benefits better? This informative session delivers what you need to know about Medi...

Another opportunity to learn with me in-person THIS Friday!

Me, Myself, and My Estate: Planning for One

Join us for an informative lunch and learn workshop that takes you beyond essential estate planning strategies to ensure you and your loved ones are truly prepared.

What You'll Learn:

-The basics of estate planning that everyone needs
-Common oversights in estate planning
-How to prepare your partner and family for your loss
-Estate planning strategies for those who are already "Me"
-How to keep all of this organized for those you leave behind

Friday, October 11 at 12:00pm
Lafayette Library

You'll leave feeling confident about your estate plan, whether you're planning as a couple or an individual.

Click here to RSVP: https://bit.ly/3BA75ms