Five Big Pre-Retirement Mistakes to Avoid

I recently took this question from a listener to “Money Matters,” my Sunday morning radio show: “Wes, this is Betty. I’m 54 and thinking about retirement in the next five to seven years. But in helping my daughter get through college, I now have $125,000 in Parent Plus loans I have to pay off. Should […]

First Quarter Market Recap And 2016 Outlook

The First Quarter Was One For The Record Books (And Not One We’d Like To See Again Soon). If one’s New Year’s resolution was to avoid the financial markets for the first quarter, we would understand how the S&P 500’s 1% gain looked like a run of the mill, benign three months. However, for those […]

8 Secrets of Millionaires That Might Surprise You

“Dad, how do people become millionaires?” It’s a question I’ve gotten many times from my kids. I typically listen to financial talk radio while I’m driving, and “millionaire” or “billionaire” verbiage gets thrown around on a daily basis. Naturally, as kids grow up, they begin to learn about money, and their curiosity turns to the […]

Social Security’s April 30 deadline

The rules on how you can collect your Social Security have changed — and it impacts everyone under age 70 to some degree. These new rules from the Social Security Administration (SSA) were signed into law in November 2015. However, for many readers of this column, there’s another important deadline. That deadline is April 30, […]

Money Matters with Wes Moss | March 27, 2016

Wes Moss covers answers questions from callers about retirement, 401(k)s, social security and more. March 27, 2016 Hour 1 March 27, 2016 Hour 2 Wes Moss, Chief Investment Strategist, at Capital Investment Advisors is the host of “Money Matters,” a weekly radio show offering financial advice to callers and listeners. The show’s producer, Ryan Ely, […]

Money Matters with Wes Moss | March 20, 2016

Wes Moss covers important deadlines for major changes coming into law for social security and other updates on oil prices, minimum wage rates, and more. March 20, 2016 Hour 1 March 20, 2016 Hour 2 Wes Moss, Chief Investment Strategist, at Capital Investment Advisors is the host of “Money Matters,” a weekly radio show offering […]

Warren Buffett’s Most Recent Outlook

Not long ago on “Money Matters” (9-11 a.m. Sundays on News 95.5 and AM 750 WSB), I was discussing some of the highlights that came out of Warren Buffett’s recently released annual shareholder letter. The letter always contains several juicy nuggets of investment perspective. An interesting call came into the show. Philip, a 28-year-old millennial, […]

The Power of No Mortgage

My wife, Lynne, and I have lived in Atlanta for about 18 years now. Together we have lived in Vinings, Brookhaven, Virginia-Highland, Lake Claire, and for the past six years now in the Morningside/Midtown area (near WSB). The home we purchased six years ago was built in the early 1930s. It had been renovated a […]

How Happy Retirees Use Hobbies To Get ‘Richer’

Despite the dusting of snow we had last week here in Georgia, the last few weekends at the Moss household have officially ushered in spring. As a parent of four young boys (ages 8, 6, 4 and a newborn), you can imagine the swirl of activity on any given Saturday or Sunday. In February, my […]

A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation

101 Trips to Take in Retirement: A Guide to Exploring More, Your Way

Discover destinations worth every mile. You’ve earned the time. Now make the most of it.

From First Job to Retirement—Plan Smart

Your free decade-by-decade guide to building a confident, fulfilling retirement.

Your Retirement Guide

101 Tips for a Smooth Transition