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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

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 &

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

What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for your legacy and loved ones?

The past two years have led to so much rescheduling that even my postponements have postponements. I call them COVID COVID trips because COVID forced