More posts by Wes Moss
Ned and Nancy had no visions of green golf courses and bridge tournaments when they retired five years ago. Instead,…
Entering retirement can spawn feelings you may not have felt since the last day of fifth grade. No more classes!…
One of my favorite economic concepts is that people respond to incentives. If a product you want is on sale,…
Happy Birthday, Bull! No doubt you’ve heard all the buzz about the current bull market’s 10th anniversary, which makes it…
Ah, love and marriage. When you say “I do” to your special someone, you’re embarking on a brand-new life together —…
“You work hard for your money. It should work hard for you.” I’ll bet a hundred financial institutions have used…
Are you still reeling from the recent Wall Street rollercoaster ride? I get it. The Dow has been swinging wildly…
Everyone’s financial retirement needs are specific to them. Some folks just need or want more money than others. Do you…
Pensions are increasingly rare these days. The reason is simple: Offering pensions requires companies to make an expensive, long-term commitment…
Do the latest “You Should Have ___ Millions Saved For Retirement By Now” articles make you wince? You're not alone.…
Which type of retiree would you rather be: striving to keep up with the Joneses or living contently as a…
The best rules are tried and true guidelines that have served us well over time and circumstance. But even such…
Retirement can be a a joyous time. Freedom abounds; you get to choose how you spend your days. For some…
Despite the near non-stop media gabfest about President Trump's recently enacted tax reforms, you may still be wondering exactly how…
When my 10-year-old son was born, his grandmother generously put $1,000 into a Franklin Temple 529 plan for him. A…
The stock market is on a tear. As the Dow has soared through 20,000 and 22,000 and now past 24,000,…
Among the central issues of retirement planning is whether you should pay off your mortgage before you stop working. While…
In today's fast-paced world, time is a precious commodity. That's why outsourcing daily tasks is big business. But is there…
Financial planning and investing isn't rocket science. It's first and foremost about discipline. You set some goals, determine what needs…
As a financial planner people often approach me at parties and family gatherings to discuss the current hot business story.…
How much money do you need to retire? To hear Wall Street tell it, you need to amass between $1…
“Any philosophy that can fit in a nutshell belongs there.” That bit of wisdom goes double for investment philosophy. For…
It's no secret that I'm a big believer in income investing. Folks who know my philosophy know that dividend-paying stocks…
Here's a little-known secret about investing in real estate: You don't have to be a Trump-style property mogul to get…
Bonds are under fire. This favored investment of old-money matrons and conservative investors is suddenly controversial with many investors reconsidering…
We financial planners love rules of thumb. Honestly, it sometimes seems like everything we learn in years of schooling and…
It's a question of near-universal interest — whether we own a home, want to buy a house or make a…
Interest rates are on the rise. Is that a good thing or bad thing for you as an investor? The…
It’s been said that small business owners are the only people who will work 80 hours a week so no…
Hard to believe but ‘tis the season – not to be jolly, but to start thinking about your taxes! Yes,…
