Author Archives: Rosemary Wright, CFP®

Money & Finance

You Received an Inheritance, Now What?

As Prime Women, we have reached the age where our elders are passing away. Mothers and fathers, aunts and uncles, even elderly grandparents. Many times, those passing away have assets remaining which they leave to family, both immediate and sometimes more distant family members. Sometimes the inheritance was expected because… Read More
  • Rosemary Wright, CFP® |
  • January 13, 2020
it's never too late to increase your retirement saving
Money & Finance

It’s Never Too Late to Plan For Retirement

If you’re like many women at this age, you are worried about how you will ever be able to retire. As women, we tend to have less in retirement savings than men, while needing more to fund a longer retirement due to our greater life expectancy. You may have left… Read More
  • Rosemary Wright, CFP® |
  • January 6, 2020

About Rosemary Wright, CFP®

Rosemary Wright, CFP®

Rosemary Wright is a Certified Financial Planner professional with over 20 years experience helping families and business owners develop financial plans to reach their goals. Her passion is helping women make confident financial decisions to reach their goals and dreams through a collaborative financial planning process. She coaches and educates women to know they can do it even if it's uncharted territory for them, and they are entitled to make their own decisions about their own money. She lives outside of Dallas with her husband, and near to their son and his family. While not helping women through financial planning, she is helping them and others in need through her involvement in her community Ladies league. She is a self-described foodie and loves to experience new foods and wines. She can be contacted by email at [email protected]