Articles

Articles by Wes Moss

Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 509 published articles

View Wes Moss's bio All articles

Blog February 3, 2020

If Prince Harry and Meghan Can Get Off Payroll, Why Can’t Your Kids?

Over 40% of recent retirees reported that they provide for their adult children. While helping your children may seem rewarding, it can actually be detrimental.
Read more
Blog January 3, 2020

Want To Pay Off Your Mortgage Faster? Here’s What To Consider

The happiest retirees have no mortgage or are within 5 years of paying it off. Use these tips to pay off your mortgage faster while retirement planning.
Read more
Blog September 12, 2019

What Makes For A Happy Retirement – Whether You Retire Early, At The Typical Retirement Age, Or A Bit Later

Chief Investment Advisor Wes Moss highlights a few things that you can do when planning for a happy retirement. After all, that's what we're working for!
Read more
Blog March 2, 2019

Helping Families Find Happiness In Retirement

Clients are family. When a client walks into my office, every aspect of their life is on the table – not just their portfolio. Here's how we help our clients.
Read more
Blog December 16, 2016

Wes Moss’ Prediction For The Bond Market With President-Elect Trump

President-Elect Trump has big plans for pro-growth in US markets, but what does that mean for bonds? Wes Moss offers investing advice for bonds.
Read more
Blog December 8, 2016

Answer These 6 Questions To Determine If You’re Ready For An Early Retirement

Are you ready for early retirement? Answer these 6 questions from income investing & retirement planning firm CIA to see if early retirement is for you.
Read more
Blog December 3, 2016

What It Means When The Dow Hits Big Round Numbers

The recent high numbers of the Dow led to excitement among investors. Learn what these stock market numbers mean for your personal finance & investing future.
Read more
Blog November 15, 2016

5 Tax Tips For Baby Boomers Looking To Save Money

Retirement planning isn't easy, especially when taxes are involved. Here are 5 tax tips from our financial planners to help you with your retirement planning.
Read more
Blog October 11, 2016

8 Steps You Can Take Before The End Of The Year To Reduce Your 2016 Tax Liability

Reducing your tax liability can help when it comes to the April 15th deadline. Read about 8 ways you can reduce your 2016 tax liability before the end of the year.
Read more
Blog May 10, 2016

Finding ‘Income’ in a Zero Interest Rate World

Income investing is one of Wes Moss's core principles. If you don't have an income investing strategy, Wes offers several ways to invest your income for retirement.
Read more

Articles by Wes Moss

If Prince Harry and Meghan Can Get Off Payroll, Why Can’t Your Kids?

Want To Pay Off Your Mortgage Faster? Here’s What To Consider

What Makes For A Happy Retirement – Whether You Retire Early, At The Typical Retirement Age, Or A Bit Later

Helping Families Find Happiness In Retirement

Wes Moss’ Prediction For The Bond Market With President-Elect Trump

Answer These 6 Questions To Determine If You’re Ready For An Early Retirement

What It Means When The Dow Hits Big Round Numbers

5 Tax Tips For Baby Boomers Looking To Save Money

8 Steps You Can Take Before The End Of The Year To Reduce Your 2016 Tax Liability

Finding ‘Income’ in a Zero Interest Rate World

Subscribe to our newsletter

Roth Conversions: a smart tax move, or an expensive mistake?