How To Catch Up On Retirement Savings

I have been overwhelmed by the amazing amount of support I’ve received for my new book, You Can Retire Sooner Than You Think. There’s an interesting question, though, that I keep getting from reporters and, more importantly, real people that I meet with and run into in my day to day life. The question goes […]

The Crane

What is the significance of the Brown Thrasher bird?  Well, really nothing unless you live in Georgia. Because it is the state bird for Georgia (the best state for doing business per a CNBC recent study).  But back in the mid-2000s, many people were associating the crane with the city, more so than the Thrasher; almost […]

Will Getting Married Hurt Or Help Your Taxes?

One of my colleagues at WSB radio just got engaged this past week.  Hooray! She had a tricky question for me, though, after last Sunday’s Money Matters. It’s one that I think many people probably want answered. She asked me, “Wes, now that I’m engaged, will being married hurt our tax situation? Since we’re combining […]

Would You Pay For A Man Servant?

For the past few months I’ve been talking about how much I love the new Uber Economy that we are seeing come into play. We have seen different consumer goods becoming more tailored or more personalized and easier to access than ever! With all the innovation and growth that we’ve seen in this field (Uber, AirBnB, Trunk […]

Kicking and Screaming

For many people, creating a to-do list or setting some short term goals is routine.  From my experiences, eventually the to-do list is completed or the goals are achieved. At this point in time, I have now entered a period of uncertainty… maybe even a bit lost.  It is either because I haven’t yet created my […]

Havoc In The Middle East And Prices At The Pump

I recently spoke with a good friend of mine and energy maven, Chris Edmonds, founder of Enerecap Partners, a boutique energy research and investment firm. I often like to address the price of oil and how it impacts you and me as consumers at the pump. Even though school starts again on Monday, it’s still […]

Your Money in an Uber Economy

Don’t expect things to slow down. At least not right now. We are now in an Uber Economy – an economic evolution that is solving massive consumer inefficiencies to create entirely new spending categories. This is how our U.S. economy will continue to grow. Taking inefficient industries like cabs, home based lodging, food delivery, personal […]

Income Investing – Cut Through Clutter

Israeli troops are in Gaza, ISIL is storming through the Middle East, oil prices are volatile, you should have to take out a life insurance policy to fly Malaysian Airlines, and stocks are at all time highs. All told, it’s a scary time to be an investor. As an investment advisor, I’m constantly answering the […]

The Tech Opportunity

A large cap company is one that has a total market capitalization of $10 billion or more.  A blue chip company is a well-established and financially sound company that best weathers adverse times in the marketplace.  A large cap company is not necessarily a blue chip company.  I tend to liken blue chips to seasoned corporate […]

Finding a Short-Term Rental During Home Renovations

Have you ever seen the film “The Money Pit”?  It’s a movie from 1986 starring Tom Hanks and Shelley Long.  They buy a $1 million distressed sale mansion that is on the market for $200k.  What happens next is what you’d expect — a comedy of errors about all of the home renovations that need […]

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