Articles

Should I Pay Down Student Loans Or Contribute To My 401K?

Airports can be an interesting place to meet folks. Just last week as we were starting the journey back from Thailand, I struck up a

How To Design A Happy Retirement

A big part of my life’s mission is to help families not only eventually retire, but retire happily. Of course, the challenge is that retiring

Wes Moss: Retirement Planning For 50-somethings

Hitting the big 5-0 can be a time of reflection. Life is changing. The kids may be leaving the nest. Your career, now in full

9 Items That Should Be On Your Retirement Planning To-Do List

It’s no secret; everyone wants their Golden Years to be a happy time. And when it comes to our retirement, a firm sense of financial

Overcoming The Challenges That May Come With Your First Year Of Retirement

We all work so hard to prepare for our retirement. We do everything we can financially – save, invest, plan – to make these years

Helping Families Find Happiness In Retirement

Clients are family. This is a truism in my profession as a CERTIFIED FINANCIAL PLANNER™. When a client walks into my office, every aspect of

Leave the Fads for Fashion, Not Investing: Why Bitcoin Doesn’t Work

According to eighteenth-century German philosopher Georg Wilhelm Friedrich Hegel, “We learn from history that we do not learn from history.” This quote contains powerful wisdom

The Happiest ‘Round The World Retiree

Last month, the world’s coolest grandma called into my radio show. “‘Round the World Robyn,” as I’ve affectionately dubbed her, needed advice on how to

GDP of Atlanta’s Super Bowl

Who was the big winner in Super Bowl LIII? The city of Atlanta. No question. Sure, the New England Patriots took home the Lombardi Trophy,

“Mean Reversion”: The Least Sexy But Dependable Reality In Investing

Every night, television personality and former hedge fund manager Jim Cramer ends his “Mad Money” show with the same message: there’s always a bull market somewhere