Blog

I love when clients, investors, and listeners of the Money Matters radio show and the Retire Sooner podcast reach out with questions for Wes and

Apprehension abounds for people trying to save for a happy retirement. Inflation is stubbornly persistent, and stock prices have been downright depressing. The U.S. consumer

It’s one of the most difficult experiences to go through, but almost half of married couples in the United States find themselves facing divorce. Whether

How are you feeling about the world, the market, the economy, and everything else? It’s a little rough out there for everyday folks who want

‘Tis the season for bathing suit lamentations, swimming pool relaxations, and spousal thermostat negotiations. Yes, summer is here!  This year we not only wanted to

Lazy Saturdays are the best. On one such recent and glorious occasion, I managed to change out of the bathrobe just long enough to patronize

A few weekends ago I was shopping for pancake mix at the grocery store with my 10-year-old son, Jake. The day prior, the Standard &

As parents, we want our kids to be well educated and to lend a hand in helping achieve their dreams. But at a certain point,

2022 has proven to be a difficult year thus far. If it feels like it’s been a volatile year for stocks, it’s because it has

I have written two books and many articles about the differences between happy and unhappy retirees, the accumulation of which required countless hours of surveys

As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on the other side of the