Articles
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
5 Financial Planning Questions To Answer Before Retirement
Retirement is a life-long dream – one where you say goodbye to traditional work and your time becomes genuinely yours. But retiring well takes work.
The Legacy Of Vanguard Founder John Bogle
The financial world recently lost one of its great innovators, John Bogle, who died at age 89. Bogle was the father of index investing and
4 Things To Consider When Thinking About Claiming Social Security Benefits
Maximizing your Social Security benefits is all about timing – when you choose to begin your monthly checks can have a tremendous impact on the
The Happiest Retirees Don’t Obsess Over, They Discuss, Their Money
Almost 70% of Americans say they’d rather talk about their weight than their money. In fact, it’s right there on the Thanksgiving table taboo list with politics,
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