Wes Moss About the author:
Wes Moss is the host of Money Matters ' one of the country's longest running live call-in, investment and personal finance radio show ' on WSB radio. He is the Chief Investment Strategist at Capital Investment Advisors (CIA), and a partner at Wela, a digital financial advisory service. In 2017, Barron's named Wes ...Read more
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More posts by Wes Moss

Retirement planning couple
Retirement needs may differ, but the math is the same for everyone Money & Credit September 27, 2018
Everyone’s financial retirement needs are specific to them. Some folks just need or want more money than others. Do you…
Pension statement
Should you take your pension in a lump sum or monthly payments? Investing & Retirement September 10, 2018
Pensions are increasingly rare these days. The reason is simple: Offering pensions requires companies to make an expensive, long-term commitment…
Happy retirement
It’s never too late to be a happy retiree Money & Credit August 20, 2018
Do the latest “You Should Have ___ Millions Saved For Retirement By Now” articles make you wince? You're not alone.…
Happy older couple in retirement
Saving for retirement: Why you may not need as much as you think Money & Credit May 22, 2018
Which type of retiree would you rather be: striving to keep up with the Joneses or living contently as a…
Saving for retirement
The 4% Rule: Why it still makes sense for retirement Budgeting & Saving May 18, 2018
The best rules are tried and true rules ' guidelines that have served us well over time and circumstance. But…
Retirees relaxing on the beach
How happy retirees can spend $82,770 a year without having millions in the bank Money & Credit March 7, 2018
Retirement can be a a joyous time. Freedom abounds; you get to choose how you spend your days. For some…
How to keep calm when the stock market gets chaotic
How to keep calm when the stock market gets chaotic Money & Credit February 22, 2018
Are you still reeling from the recent Wall Street rollercoaster ride? I get it. The Dow fell more than 3200…
1040 tax form
Bottom line: What the tax reform really means for you Taxes February 21, 2018
Despite the near non-stop media gabfest about President Trump's recently enacted tax reforms, you may still be wondering exactly how…
Baby graduate
How to roll over a 529 plan, and why it may be a good idea Budgeting & Saving February 9, 2018
When my 10-year-old son was born, his grandmother generously put $1,000 into a Franklin Temple 529 plan for him. A…
Stock Market
Is now a bad time to invest? Money & Credit November 30, 2017
The stock market is on a tear. As the Dow has soared through 20,000 and 22,000 and now past 24,000,…
Mortgage and retirement
Should you pay off your mortgage before you retire? Money & Credit November 29, 2017
Among the central issues of retirement planning is whether you should pay off your mortgage before you stop working. While…
How much is your time worth?
How much is your time worth? Life November 8, 2017
In today's fast-paced world, time is a precious commodity. That's why outsourcing daily tasks is big business. But is there…
Don’t make these 7 common retirement mistakes
Don’t make these 7 common retirement mistakes Money & Credit October 5, 2017
Financial planning and investing isn't rocket science. It's first and foremost about discipline. You set some goals, determine what needs…
Whole Foods
Why Amazon’s purchase of Whole Foods won’t spell the end of the grocery industry Shopping & Retail August 8, 2017
As a financial planner people often approach me at parties and family gatherings to discuss the current hot business story.…
Retire sooner using the ‘Fill The Gap’ strategy
Retire sooner using the ‘Fill The Gap’ strategy Investing & Retirement July 7, 2017
How much money do you need to retire? To hear Wall Street tell it, you need to amass between $1…
The great debate between active and passive investing
The great debate between active and passive investing Investing & Retirement May 31, 2017
“Any philosophy that can fit in a nutshell belongs there.” That bit of wisdom goes double for investment philosophy. For…
6 reasons I own dividend-paying stocks
6 reasons I own dividend-paying stocks Investing & Retirement May 1, 2017
It's no secret that I'm a big believer in income investing. Folks who know my philosophy know that dividend-paying stocks…
Investing in real estate can be a lot simpler than you think
Investing in real estate can be a lot simpler than you think Money & Credit April 12, 2017
Here's a little-known secret about investing in real estate: You don't have to be a Trump-style property mogul to get…
Are bonds a good investment right now?
Are bonds a good investment right now? Money & Credit March 13, 2017
Bonds are under fire. This favored investment of old-money matrons and conservative investors is suddenly controversial with many investors reconsidering…
The new investing rule of thumb you should probably be using
The new investing rule of thumb you should probably be using Money & Credit February 16, 2017
We financial planners love rules of thumb. Honestly, it sometimes seems like everything we learn in years of schooling and…
Where is the U.S. housing market headed in 2017?
Where is the U.S. housing market headed in 2017? Homes & Real Estate January 31, 2017
It's a question of near-universal interest — whether we own a home, want to buy a house or make a…
How rising interest rates will impact investors
How rising interest rates will impact investors Money & Credit December 16, 2016
Interest rates are on the rise. Is that a good thing or bad thing for you as an investor? The…
7 ways small business owners can reduce their tax bill
7 ways small business owners can reduce their tax bill Money & Credit November 29, 2016
It’s been said that small business owners are the only people who will work 80 hours a week so no…
Year-end giving that also gives YOU a tax write off
Year-end giving that also gives YOU a tax write off Money & Credit November 28, 2016
Hard to believe but ‘tis the season – not to be jolly, but to start thinking about your taxes! Yes,…
Year-end taxes: 4 tax moves to help you save some money
Year-end taxes: 4 tax moves to help you save some money Money & Credit November 23, 2016
Tax Day is just around the corner. Not April 15 – I’m talking about the really important tax day: December…
The 9 most important ages for retirement planning
The 9 most important ages for retirement planning Money & Credit October 17, 2016
Life is full of iconic benchmark birthdays, some we gleefully anticipate, others we foolishly dread: Eighteen ' Legal adulthood '…
How one dad used iPad Rehab to cure his kids’ screen addiction
How one dad used iPad Rehab to cure his kids’ screen addiction Life June 30, 2016
The other night, I had an experience I'll not soon forget.  As I walked up the front sidewalk in the…
iPad Rehab: Can it cure your kid’s screen addiction?
iPad Rehab: Can it cure your kid’s screen addiction? Mobile & Electronics June 28, 2016
I recently came to the scary realization that my kids have succumbed to a disease that’s ravaging American families --…
Why I’m putting my kids through iPad rehab
Why I’m putting my kids through iPad rehab Life June 17, 2016
My family is being undermined by an addiction, and I’ve decided to do something about it. Starting now. Drugs? Alcohol?…
Life or Debt: 6 common money mistakes from the hit TV show
Life or Debt: 6 common money mistakes from the hit TV show Money & Credit April 29, 2016
I’m a financial educator and evangelist at heart. Hand me a megaphone of any sort and I’ll use it to…