The legendary pilot who broke the sound barrier died Monday evening. Chuck Yeager was 97
Retirement Income specialist and exit strategy design. Provide financial services to business and individuals Chuck Wright CLU is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Additionally, Chuck Wright CLU is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2967 Hancock Dr Frisco Texas 75033 214-618-0699 Chuck Wright CLU is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. Neither Lone Star Wealth Strategies 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. Lone Star Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
The legendary pilot who broke the sound barrier died Monday evening. Chuck Yeager was 97
We're very proud of this video, it discusses what LSWS does and it highlights my hometown of Frisco.
From my friend Tom Hegna, some great tips for enjoying a happy retirement. https://tomhegna.com/blog/7-tips-to-a-happy-retirement?utm_source=ActiveCampaign&utm_medium=email&utm_content=Help+Your+Clients+Retire+Happy%21&utm_campaign=15SEP2020+Newsletter%3A+7+Tips+to+a+Happy+Retirement+tall+blog+infographic&vgo_ee=UQpacKRFpZTqj262%2BjSsJJ%2FMTfx17MFWpD0ffucQ1Us%3D
Here are seven non-financial things to consider when planning retirement. If your client has been talking about one of these, use that to start a conversation.
Excellent article by Marine Jim Wong, current CEO of the California Veterans Chamber. https://www.caveteranschamber.com/blog/we-are-officially-in-a-recession
Website Blog Article posted by Jim Wong about We are Officially In A Recession on California Veterans Chamber of Commerce.
For the past 34 years (on 1 Feb), I have worked for one company. . . though in several divisions. . .now it's Eagle Strategies' Financial Planning division and my firm is Lone Star Wealth Strategies. In those 34 years, I am not sure a commercial has so summed up the values at the very core of what we do.
This is our Super Bowl commercial, it is outstanding
The Ancient Greeks had four words for love. The most admirable is called agápē. Love as an action. For 175 years, we’ve been helping people act on their love...
A truly amazing and appropriate tribute to our fallen this week. And remember behind every dog tag is a grieving family. Freedom isn't free.
WASHINGTON (ABC7/WJLA) – The Veterans & Athletes Fallen Heroes Memorial is coming to the Pentagon in October. On Memorial Day in 2018, the VAU completed their traveling Global War on Terror Memorial flag to honor 7,000 veterans of the War on Terror and Gold Star families. The flag was created....
Very excited to see one of my favorite asset managers recognized as the top asset manager of the year.
Great job Frontier.
The portfolio specialists and strategists outperformed benchmarks and rivals despite volatility of the past year or so.
Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://bit.ly/2XZxwJU.
"Seeing is believing, but sometimes the most real things in the world are the things we can't see." ~The Polar Express
Gotta love GREAT press. 2 of our favorite recommendations of funds for our clients finished #1 and #2 in the 2019 Barron's report of top actively managed funds.
We strive to add real value to our clients and the best way of doing that is adding to their bottom line.
Active fund managers found their skills tested in 2018. Barron’s ranks the best-performing families of funds.
Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better achieve your goals for yourself and your family? Let me know in the comments below.
Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.
Great leadership is about creating great relationships with your teams and inspiring them to go above and beyond. Here are 10 things that great leaders say to create highly engaged and motivated teams.
Wanted to share a small professional brag. Today marks my 20th year as a member of the Million Dollar Round Table. The oldest and most prestigious organization in my industry.
This would not be possible without the trust and loyalty of long time friends and clients.
A level of success that at one point appeared unachievable, a managing partner once said: The Definition of insanity was doing the same thing over and over but expecting different results. To reach this goal I had to be different, to apply my self in way which better served my friends and clients 1st.
Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world's leading financial services professionals from more than 500 companies in 72 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the financial services business.
Very interesting read. Will you have enough? Perhaps it's worth a conversation. https://www.fool.com/retirement/2018/11/27/retirement-plan-balances-are-growing-but-will-they.aspx
Americans are accumulating more than ever before in their IRAs and 401(k)s -- but that doesn't necessarily mean they're set for their golden years.
Ben Franklin once said, “Resolve to perform what you ought; perform without fail what you resolve.” This little ditty is heavily quoted during this time every year as people make their goals for the coming year.
But what many may not realize is that Franklin’s famous quote is part of a longer list of 13 goals and resolutions which Franklin made in his youth. As his autobiography tells us, Franklin concentrated on one goal each week, and in doing so, was able to make his way through the list four times a year.
Such a practice, Franklin admitted, clearly demonstrated just how far short he fell in these areas. Yet his self-examination was not in vain, for in his old age he was able to look back and see how his practice of these principles had given him the successful life he enjoyed.
Are you approaching the New Year with an eye toward personal improvement, but unsure of where to start? Why not check out Ben Franklin’s list of resolutions and consider adopting one or more for yourself?
Eat not to dullness; drink not to elevation.
Speak not but what may benefit others or yourself; avoid trifling conversation.
Let all your things have their places; let each part of your business have its time.
Resolve to perform what you ought; perform without fail what you resolve.
Make no expense but to do good to others or yourself, i.e., waste nothing.
Lose no time; be always employed in something useful; cut off all unnecessary actions.
Use no hurtful deceit; think innocently and justly, and, if you speak, speak accordingly.
Wrong none by doing injuries or omitting the benefits that are your duty.
Avoid extremes; forbear resenting injuries so much as you think they deserve.
Tolerate no uncleanliness in body, clothes, or habitation.
Be not disturbed at trifles, or at accidents common or unavoidable.
Rarely use venery but for health or offspring, never to dullness, weakness, or the injury of your own or another's peace or reputation.
Imitate Jesus and Socrates.
This year we will share articles of interest. https://www.businessinsider.com/signs-of-a-millionaire-according-to-financial-planner-2018-4
Millionaires aren't all Lamborghinis and mansions. Here are the signs you might be richer than you think.
Great year end article from The Financial Services Professionals site. https://www.wealthmanagement.com/high-net-worth/ten-tax-planning-dos-year-end/gallery?slide=1
Discuss this checklist with your clients.
Very pleased to see that one of our vendors had 8 of the 28 top ranked funds by Morningstar. We continue to serve focused on our clients 1st by providing quality and excellence. http://view.mail.americanfunds.com/?qs=8ed628b092dab9952138c3b50b04a1fdae17e6771ae654db2b9c7e64166c724fe1b8db8eab1777e4046fc2ac828d643608ef884bf4b1c564be84f3095c86955937e955d73313c5a75c8c36d474ca72702f83014845bf9450
Was reminded last week that one part of what we do can make the greatest impact at a family's worst point in time.
One of my longest friends in DFW was diagnosed with terminal cancer and has 8 months or less to live. When he was laid off a year ago, he debated dropping his life insurance. Fortunately he didn't and because of the diagnoses, we will pay the claim in October. This will make all the difference in the world to his family.
I will miss my friend but thankful I can offer more than condolences to his family.
At Life Happens, we know that life is for the living. Our mission is to make sure that consumers live on...with life insurance.
The July jobs report reflects what we would expect to see at full employment – a “goldilocks” report. Economists Poul Kristensen and Lauren Goodwin explain.
The labor market continues to strengthen as unemployment maintains its downward trend. Even with gradual growth in the labor force, the July jobs report reflects what we would expect to see at full employment – in other words a “goldilocks” report. Even though the headline jobs increase of 157...
interesting article on steps to take within 5 years of retirement. And ask us how we can help you retire up to 2 years earlier.
Has the prospect of retirement taken on a sudden, terrifying urgency? Here are the financial planning moves you need to start making now.
Years ago I read the book Value Based Selling, which is basically keep your clients 1st at all times. I have worked hard to follow those values and it has served me well. Interesting article on Value Based Planning. https://www.forbes.com/sites/jbrewer/2018/07/24/building-your-future-with-values-based-financial-planning/#52cdba5116c2
Use values based financial planning to ensure that you are following your values, not someone else's. Work with your CERTIFIED FINANCIAL PLANNER™ to identify your values to build a better financial future for you and your family.
3 reasons why investors shouldn’t fear the recent market sell-off.
The equity markets sold off yesterday (with the S&P 500 down -1.34% and the Dow down -1.76%), even though corporate America is well on its way to a record-breaking profit season. So, why the sell-off? Pointing the Finger It’s tough to say. A surging 10-year U.S. Treasury yield might have something...
So what are your plans when every day is Sat? https://www.newyorklife.com/learn/retirement/everyday-is-saturday/
Why? Weekends are when we have the most free time, and the most spending opportunities – like shopping, dining with friends, or just getting away for a few days.
Proud Veteran Owned business
Thanks to my friend and fellow Election Judge Shelia Wyatt, we have updated our Lone Star Wealth Strategies logo. Ask us how we can help you retire up to 2 years earlier. . . . .
Don’t let volatility scare you away from the market. See how these 5 tips can help even the most cautious investor.
Market volatility is normal. Don’t fret. This advice from professionals could help prevent a volatile ride from derailing your financial planning.
This is a short but excellent review of how we eliminate one of the "gambles" in drawing down retirement income.
When people save for retirement, the biggest concern is the returns on investments. When they retire however, it’s not only the returns they need to care about, but also the order of those returns.
Lone Star Wealth Strategies's cover photo
How would you like to retire up to 2 years earlier? We can show you how. https://www.newyorklife.com/retiresooner/
New York Life's research shows that Baby Boomers might be able to retire up to two years sooner than planned by including a deferred income annuity in their retirement portfolios. Ready to get a head start on your retirement? It may be time to take a look at your portfolio to understand what changes...
Want to see what happens when you cut taxes? Here's an immediate impact to hourly employees at Wal Mart. The changes across industries should be dramatically positive for America in 2018 and beyond.
BREAKING NEWS: Walmart said on Thursday it would raise entry-level wages for hourly employees to $11 an hour as it benefits from the biggest overhaul of the U.S. tax code in 30 years. Walmart says the increase would take effect in February and that it would also expand maternity and parental leave benefits and offer a one-time cash bonus of up to $1,000. http://fxn.ws/2Fr7Yfq
As many of you know, ours is a Veteran Owned Business and this past week, we focused on honoring those who have done so much.
We participated in Wreaths Across America, honoring our veterans at DFW cemetery and were present when Woody Williams dedicated his 30th monument to Gold Star Families.
Woody is the last surviving Marine Medal of Honor recipient from World War II and founded the Gold Star Family Foundation to honor those who have lost a family member in direct defense of our country (Blue Star families are those with family members serving in harm's way).
Video we did explaining what we do.
2967 Hancock Dr
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Chuck Wright CLU is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Chuck Wright CLU is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 2967 Hancock Dr Frisco Texas 75033 469-888-4151
I am not licensed in all jurisdictions. Neither Lone Star Wealth Strategies 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. Lone Star Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.