Boomers’ Retirement Perceptions Don’t Equal Reality
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 expectations for retirement. I was shocked to read that the overall “economic satisfaction” for Boomers has dropped to a five year low of 48 percent. I’m assuming that the economic […]
Get A Life In Retirement
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 has written about my favorite topic – early retirement. His book, How to Retire Happy, Wild, and Free, is a wonderful compliment to my own book, You Can Retire Sooner […]
Why A College Degree Is Still Worth It
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 the dining room table, and it hit me how realistic this game can be. Players have to make big “life” decisions that ultimately help determine whether you win or lose. […]
Mo’ Money, Mo’ Problems – Why Inheritances Fail
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 now through the next 46 years. According to a study released from the Boston College Center on Wealth and Philanthropy in 2014, there is an expected $59 trillion that will be […]
Talk About Money Before The Wedding
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 cost continues to rise. Weddings are increasingly becoming more complex and expensive. Couples are hiring photographers with drones to capture unique overhead shots of the ceremony. Brides now purchase as […]
What You Should Know About Medicare
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, I work with Al Schiebel, the knowledgeable healthcare insurance expert who runs the ship at www.shopbenefits.com; I spoke with him recently to get a better understanding on exactly how Medicare […]
A Retirement Chart Sure To Give You Anxiety
I love how easily two-step charts are able to relay information to us. You look left, look right and then find your corresponding data point that reveals your answer. If only we could answer all of life’s tricky questions through a quick two-step chart. The other day I shared JP Morgan’s 2015 Guide to Retirement […]
Why Apple TV Is Worth A Look
I heard some great news last week. Apple is planning to offer a new Web TV Streaming Service this fall which will have a small bundle of about 25 channels. Over the last few years we’ve seen online streaming services like Hulu and Netflix growing in popularity. The ability to enjoy quality television programming at […]
Robo Advisor vs. Digital Advisor
The robo-advisor: not since John Bogle came up with the idea for Vanguard in 1975 has a new development in the investment industry caused so much controversy and turmoil. I can appreciate Wealthfront CEO’s position on his new robo competition from Charles Schwab. There are already dozens of media stories that detail the debate. I […]
One Secret To Retiring Sooner
As people have really dug into my new book over the last few months, You Can Retire Sooner Than You Think: The Five Money Secrets of the Happiest Retirees, I’ve had a common question come back to me: “Given the fact that people are already living longer, requiring a longer draw-down period from their nest […]
