Wright's Way Inc.

08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

07/23/2025

All young families should consider having a will and other parts of an estate plan in place. Northwestern Mutual's blog breaks down five crucial questions to help you get started.

You may have insurance and a college savings plan, but what would happen to your kids if you were to unexpectedly pass? Start by answering these five questions.

07/16/2025

Northwestern Mutual’s latest survey shows nearly one-third of Americans expect to leave an inheritance. But there’s more than one way to leave a legacy. Reach out and let’s start creating yours.

You can’t take it with you. But you can create a plan to pass along what you’ve earned—and learned—to your loved ones after you’re gone.

07/14/2025

If you’re curious about the recent tax changes and how they affect you, read this article and reach out with questions.

Here’s how the bill referred to as OBBBA may impact you

07/09/2025

Every financial win builds on the last. Follow these steps to help strengthen your financial health before 2026, and reach out to schedule a mid-year check in. http://spr.ly/61864gbyo

06/25/2025

There’s a lot on your mind when a new baby is on the way. Make sure you don’t overlook any of these major steps.

When you’re expecting a baby, there are plenty of things to do and buy. Here are six things to put on your new baby financial checklist.

06/18/2025

Did you know that 69% of Americans say that financial uncertainty has made them feel depressed and anxious—and 63% say money worries have kept them up at night?* Reach out and let’s build a plan to help you feel more confident about your money and reduce your financial stress.
*2025 Northwestern Mutual Planning & Progress Study

Enhancing your financial wellness can help improve your mental and physical health, relationships, job performance and sleep.

06/11/2025

I can help you get ready for this big step and show you how a home will affect your broader financial picture.

Saving for a down payment on a house is one of the biggest parts of homebuying. Here's everything you need to know about making your down payment.

06/04/2025

Going through these steps together can help ensure your family is financially prepared.

This is the ideal opportunity to introduce your child to money basics that will help them build a strong financial future.

05/28/2025

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Marriage includes some nice perks, especially at tax time.

05/21/2025

Having a baby is typically when most people realize the importance of getting life insurance. But as your life evolves, your coverage needs will change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.