What’s the UBER Economy?

Last week in my column about Airbnb, I coined a new phase: Uber Economy.  The Uber Economy is an economic evolution that we as consumers are experiencing as we speak.  In simple terms, it’s about solving massive consumer inefficiencies to create entirely new spending categorizes. Consider this: Uber is known as everyone’s private driver.  There’s an […]

2nd Quarter 2014 ReCap

Closing Out 2Q 2014 Economic Activity Economic data improved during the second quarter after a weather-dampened Q1. – Confidence saw mixed results with all the readings this quarter. The mixed readings seem to suggest a semi-nervous investor. The Good: The Conference Board’s sentiment reading continued to advance. The Boring: The Bloomberg consumer comfort reading saw a […]

Lodging In The New Uber Economy

I was listening to one of my favorite morning radio talk show hosts this past week, and the subject inevitably turned to the World Cup. What was interesting was that he wasn’t talking about soccer, but instead about how packed the hotels are down there currently. Apparently, it’s just about impossible to find a room, […]

CIA Success Story: How To Take the Emotion Out of Selling Property

In today’s CIA Success Story, we share a story about a Dad and Son who needed some financial advisement about the sale of a property.  As you approach or get into the retirement years, it’s very important to start thinking ahead about what you want to do with your assets. Take a look at the […]

Are Investors Growing Weary?

We have some BREAKING NEWS: A market drop will occur again. Just not right now. What we’re seeing right now are people still afraid of entering the markets. People who continue to say that the markets are too high, that they want to wait for a market correction to put cash to work. To us, […]

Correction Call

Recently, we had an Investment Committee meeting and we were discussing the markets and a possible correction. After looking over NDR charts and some Bloomberg data, we had a slight tweak to our view (for the interim period). Since the beginning of the year, we continued to believe a 10% or greater correction was going […]

Wes Moss Shares Secrets For A Happy (and Early) Retirement

In 2012, there were 43.1 million Americans ages 65 and older. By 2050, that number is expected to reach 83.7 million, according to two recent reports from the U.S. Census Bureau. As you probably know, most of those people will be baby boomers — born between 1946 and 1964 — whose youngest members are now […]

Should You Buy A House Right Now?

The housing market is something that people have been talking about and watching like a hawk since 2007 when it completely fell apart. Some people today are still struggling with selling their homes without losing money if they purchased their house before the Great Recession. The millennial generation is not buying into the American dream of being […]

Retirement Doesn’t Have To Be Scary

Americans are in big trouble when it comes to financial freedom, and ever being in a position to retire. The numbers and statistics for people nearing or in retirement are alarming. 75 percent of retirement age Americans have less than $30,000 in savings. 1 in 6 older Americans live on less than $22,500. These are […]

Flavor of the Week

Some sayings just take us back to certain memories. They allow us to remember certain instances from the past.  The saying “flavor of the week” is one of those. It takes me back to those hot summer days and hustling over to either Cold Stone or possibly TCBY. Some weeks, my flavor choice would be a sorbet […]

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