Articles
How To Overcome Your First Year Of Retirement Challenges
There’s a song that says, “Everybody’s working for the weekend.” If you ask me, we’re all working toward some sort of retirement. Our long game
The Case Against Early Retirement And The Power And Importance Of “Yield At Cost” – April 28, 2019
This episode of MM explains a recent WSJ article that discusses the five-year mortality rate changes and depression impact of retiring too early. Wes also
Why It’s Critical To Find Your Core Pursuits Before Retirement
If you are a smart, diligent person – as are all of my readers – I’m sure you are working hard on your retirement –
5 Reasons To Retire As Soon As You Can
Some people live to work; others work to live. I’ve never believed that cliché line. While it may apply to a relatively small number of
A Georgia High School Teacher Won $10,000 For Reading The Fine Print Of A Travel Insurance Contract
It pays to read the fine print – literally. A Georgia high school teacher recently won $10,000 for simply reading the entirety of a travel
How Many Millionaires Are There In The US?
How Many Millionaires Are There In The US? A lot. If America’s millionaires had their own state – one populated exclusively by people with a
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
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