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Educational Videos

Close up portrait of child giving two thumbs up
Li Zhang | Apr 1, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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An older man relaxing and laying down in an inner tube on relaxing water.
Li Zhang | Mar 22, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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A man sitting on a bench watching a plane take off
Li Zhang | Mar 8, 2024

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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A brain surrounded by circles representing brain waves
Li Zhang | Feb 23, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Two elderly people sitting on a bench looking at the sea
Li Zhang | Feb 9, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Person holding jar of coins with a 'savings' label
Li Zhang | Jan 26, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Li Zhang | Jan 12, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Two people at work high fiving at a desk
Li Zhang | Jan 1, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Man sitting on bench in park
Li Zhang | Dec 22, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Woman with graduation cap looking at the sky
Li Zhang | Dec 8, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Man reading newspaper next to laptop and phone
Li Zhang | Nov 24, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Two women meeting in an office space.
Li Zhang | Nov 10, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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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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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: AL, CA, FL, HI, LA, MI, NM, NV, OR, SC, RI.

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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