Blog

Donald Trump is finally officially running for President. He’s an action oriented guy and has been hinting at doing so forever, so it’s about time.

One of our main partners at Wela, my digital advisory firm, and his wife recently decided it was time to reset their spending habits and

Over my career as a financial advisor and radio show host I’ve talked with many people who are late into their 60s or even 70s

There’s blood in the water right now for the financial industry, and it’s because investors often don’t understand how they’re paying for investment advice. The

The Twenty-First Century has been rough on investors. In 2000 we saw the dot-com bubble burst, and in 2008 we saw the bottom drop out

There are a number of financial “rules of thumb” that I feel strongly about as they relate to supplementing retirement income with retirement savings. While

Last month, I read a study released by the Insured Retirement Institute (IRI) which surveyed 803 Americans aged 52 to 68 (Baby Boomers) on their

A few weeks ago I interviewed author Ernie Zelinski on my radio show, Money Matters with Wes Moss. Ernie is an international best-selling author who

I recently played “The Game of Life” for the first time in decades with my two older sons. We were sitting around the board at

America is currently undergoing the greatest wealth transfer in history. There is $1 trillion (yes, that’s with a “T”) in assets being transferred each year

Weddings are a wonderful (and fun) cornerstone of our American culture. However, since I was married more than a decade ago, it seems like the

You’ve heard about and most likely been paying into it for years, but (like most of us) you probably don’t fully understand it… Medicare. Thankfully,