McGuire and Wright Financial Group LLC

10/05/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/04/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

10/02/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

09/30/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

09/28/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

09/26/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

09/23/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

09/21/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

09/17/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
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09/16/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.