CIA in the Press

On March 24, 2022 CIA Was Ranked The 8th Top Financial Advisor (based on Assets Under Management) Providing Financial Planning And Advisory Services In The Atlanta Area By Magnify Money

CIA, among other Financial Advisors, was recently named the 8th Top Financial Advisor in the Atlanta area by Magnify Money! For those looking for a financial advisor in the Peach State’s capital, this list of the top financial advisors in Atlanta can help narrow your search so you can find an advisor who is right for you. Of course, finding the right fit will also... Read more.


Wes Moss Featured In MarketWatch Article: ‘Where Should I Live And What Am I Going To Do?’ Retirement Advice We’re Not Getting From Financial Advisers

Investment performance is important, but there’s so much more Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began unretirement (or semiretirement), I concur. But it seems to me — as well as retirement analysts, retirement coaches and financial advisers I interviewed for this column — financial advisers could be... Read more.


Wes Moss Featured In Reader's Digest Article: 15 Things You Won’t Hear Money Professionals Say

Wes Moss, among others, was recently interviewed by Reader's Digest. Here is what they say people skillful in managing their money will never declare. — “Saving and investing are the same” These two words are used to describe what people do with money they’re not actively spending, but they are entirely different actions. And while they both have their benefits, money professionals are more invested... Read more.


Wes Moss Featured On The Money Guy Show: What the Happiest Retirees Know That You Don't

Wes Moss joins Brian Preston and Bo Hanson to share what makes for a truly happy retirement and details from his new book, What The Happiest Retirees Know. Watch the full podcast episode here or view the video below. The 4% Plus Rule acts as a guide used by retirees to determine how much they are able to withdraw from their retirement funds each year.... Read more.


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