McGuire and Wright Financial Group LLC

McGuire and Wright Financial Group LLC Financial Advisor and Co-Founder of McGuire Wright, Specializing in Retirees, Professionals & Busine We are not licensed in all jurisdictions.

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thr

ough Eagle Strategies LLC, A Registered Investment Adviser, David McGuire is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Road Waltham, MA 02451 (781)-398-9133. Neither McGuire & Wright nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. McGuire & Wright is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them w...
07/13/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to buil...
07/10/2026

According to a recent report by Kiplinger, a growing number of families are turning to 529 college savings plans to build education funds for future generations.

The little-known update is assisting families in making the right plans for college, and helping savings go further.

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, ...
06/29/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to kno...
06/26/2026

Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
06/23/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
06/22/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student lo...
06/16/2026

Gen Xers are by far the most indebted group of Americans, in large part because they have some of the highest student loan balances.

Student loan matching programs are on the books. Does your company have one?

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they kn...
06/13/2026

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/10/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/08/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

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308 West Central Street Suite A
Franklin, MA
02038

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