Wrightsel Wealth Management

08/30/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

07/03/2026

250 years in the making. Wishing you a happy and memorable Fourth of July.

07/03/2026

When the professional becomes personal, financial guidance goes deeper, carving a path to your future shaped by the things that matter most.

07/02/2026

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

raymondjames.com

07/01/2026

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

raymondjames.com

05/12/2026

The federal government has always been very creative at generating tax revenue throughout the history of our country, and estate tax is no exception. Most Americans understand the foundation of income tax, as it is a liability that taxpayers dread every single April. The frequency of income tax also generates more attention and focus for minimization and elimination strategies. This heightened concentration is also shared by the federal government, as 50% of government year-to-date revenue has been sourced from individual income tax, while Medicare and Social Security account for another 35% (FiscalData.gov). Therefore, income tax is usually one of the largest challenges for many Americans.

With that said, concepts such as estate tax can be overlooked and under planned for. To fully appreciate why estate tax planning is frequently underemphasized, we must first look at how the estate tax has evolved throughout U.S. history. https://www.raymondjamesconnect.com/akLUgz

04/17/2026

yahoo.com

03/04/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

03/04/2026

The conflict in Iran could push oil prices higher in the near term. However, as with most geopolitical events, the situation remains fluid. Here's how the conflict could impact the oil supply, markets, and the broader economy:

raymondjames.com

02/27/2026

Retirement During 2008:

In 2008, only 49.6% of workers retired at or near their expected retirement age, compared with 72.4% before the crash (businessmanagementdaily.com).
In the 1980s, 38% of employees had access to a private pension. By 2008 that number had fallen to 20%, and by 2026 it has dropped further to roughly 11–15% (congress.gov). Over the same period, access to 401(k) plans has increased by 62%. In other words, today's retirees rely far more on accounts that place investment risk squarely on their shoulders.

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