Articles
When Does It Make Sense To Pay Off Your Mortgage Early?
To pay or not to pay? As much as I try not to invoke Shakespeare when weighing financial decisions, that is an important question to
Q&A With Wes Moss: Roth Conversion And Diversification
In addition to my radio show, “Money Matters,” which airs weekly on News 95.5 and AM 750 WSB radio, I also host the “Retire Sooner”
The Russia-Ukraine Conflict And Economic Anxiety
It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the Ukrainian people. I can’t even
Fraud Alert! Beware Of Suspicious Phone Calls, Text Messages, And Letters
Our office has received an uptick in clients who have fallen victim to fraudsters posing as a company the victim knows and trusts. They call
Is Inherited Wealth Powerful Or Destructive? Insights From Estate Planning Expert, David York
David York churns out nuggets of wisdom so effortlessly that it’s easy to see why the TED Talk folks invited him onto their hallowed stage
A Guide To Navigating Inflation
Inflation is dominating financial headlines. I don’t like it any more than you, but we need to bravely face reality to help guide and shape
Answering Your Retirement Questions
We have a great new Retire Sooner Facebook Group. It’s full of people like you, trying to retire one year earlier than they ever thought
Keeping Financial Powder Dry To Fight Market Volatility
With the primary indices all flirting with “correction territory,” it’s time for a market correction gut check. As a reminder, a market correction is typically
Fighting Market Volatility with the Dry Powder Principle
With the Dow, S&P 500 and Nasdaq all flirting with “correction territory”, it’s no wonder investors are on edge. I mean, what is there to
The 4% Rule . . . The 4% Plus Rule
In 1994, William Bengen, a Massachusetts Institution of Technology aeronautics and astronautics graduate turned certified financial planner, calculated stock returns and retirement scenarios for the
Seven Themes For A Changing World
If I had told you in January of 2020 that a devastating pandemic was about to descend upon the world, leading to 5 million deaths
Why ‘Timing The Market’ Is Likely A Costly Mistake
Over the years, I’ve found an aspect of investing that folks struggle with the most is the anxiety that comes with watching hard earned dollars