More posts by Wes Moss
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 rules – guidelines that have served us well over time and circumstance. But…
Retirement can be a a joyous time. Freedom abounds; you get to choose how you spend your days. For some…
Are you still reeling from the recent Wall Street rollercoaster ride? I get it. The Dow fell more than 3200…
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,…
Tax Day is just around the corner. Not April 15 – I’m talking about the really important tax day: December…
Life is full of iconic benchmark birthdays, some we gleefully anticipate, others we foolishly dread: Eighteen – Legal adulthood –…
The other night, I had an experience I’ll not soon forget. As I walked up the front sidewalk in the…
I recently came to the scary realization that my kids have succumbed to a disease that’s ravaging American families --…
My family is being undermined by an addiction, and I’ve decided to do something about it. Starting now. Drugs? Alcohol?…
I’m a financial educator and evangelist at heart. Hand me a megaphone of any sort and I’ll use it to…
Millions of Americans today are overwhelmed by financial stress. For those who are nearing retirement, the fears are even greater.…
Whether you are retiring now or 10 years from now, you need to be aware of these important changes to…
Retiring early isn’t something that everyone can do. Sometimes, though, people can retire early but don’t realize they have that…
