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Articles

Li Zhang | Jun 7, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Li Zhang | Jun 7, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Li Zhang | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Li Zhang | May 11, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Li Zhang | May 11, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Li Zhang | May 11, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Contact Us

Phone: (805) 592-1221
Fax: (805) 592-1222

li@wrightws.com
andrew@wrightws.com

408 Higuera St, Suite 120
San Luis Obispo CA 93401

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Disclaimers

Andrew J Wright is a Registered Representative with and securities offered through LPL Financial, Member FINRA & SIPC. Advisory services offered through Wright Wealth Strategies, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, HI, LA, MI, NM, NV, SC, TX.

Wright Wealth Strategies, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Wright Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wright Wealth Strategies, LLC unless a client service agreement is in place.

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