Alan T. Wright, Agent New York Life

08/26/2026

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressure add up, according to NerdWallet’s annual survey.

08/24/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/21/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/19/2026

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.
https://bit.ly/3U0rZo5

08/17/2026

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08/17/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

08/14/2026

What's the best piece of information about money you wish someone had shared with you after graduating from college or high school?

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question I put to a diverse group of financial experts and financial education advocates – asking them to pass along their answers to this spring....

08/13/2026

I had the privilege of attending the 20th CAAFP (Conference of African American Financial Professionals), presented by The American College of Financial Services, at the Sheraton Grand Riverwalk Hotel in Chicago, August 3–5, 2026.

Over the past few days, I had the opportunity to collaborate with outstanding financial professionals from across the country, exchanging ideas on innovative strategies, emerging technologies, and best practices that will help me better serve my clients and their families. Continuous learning and professional development are essential to providing the highest level of financial guidance, and I left this conference with valuable insights that I'm excited to put into practice.

While in Chicago, I also had the chance to visit the Obama Presidential Center, where I toured the exhibits and experienced the inspiring vision and legacy of President Barack Obama. It was especially meaningful to tour the center on President Obama's birthday, August 4, making the experience even more memorable. One of the highlights was stepping into a replica of the Oval Office—a powerful reminder of the importance of leadership, service, and leaving a lasting impact.

To top off an incredible week, I also had the opportunity to spend time with several of my close colleagues on the golf course. We played a round at the legendary Cog Hill Golf & Country Club, on the world-famous Dubsdread Course ( #4). It was a great way to strengthen friendships, build professional relationships, and enjoy one of the country's most iconic golf courses.

Thank you to everyone who made this conference such a meaningful experience. I'm looking forward to applying what I've learned as I continue helping individuals, families, and business owners build, protect, and preserve their financial futures.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4c70DD1
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.