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Wes Moss: Potential retirement changes could cost heirs big bucks
 Congress may be on the verge of enacting the most significant overhaul of retirement policy in more than a decade. The Setting Every Community Up for Retirement Enhancement Act (SECURE) has passed the House and appears likely to win Senate and White House approval. Supporters of SECURE say it provides long-overdue policy updates that will...

Posted: a day ago

Congress may be on the verge of enacting the most significant overhaul of retirement policy in more than a decade. The Setting Every Community Up for Retirement Enhancement Act (SECURE) has passed the House and appears likely to win Senate and White House approval. Supporters of SECURE say it provides long-overdue policy updates that will...
Wes Moss: How and why was Social Security created?
 I’ve been thinking quite a bit recently about our concept of “old age.” There’s a stigma attached to aging today that originates from century-old thoughts and realities. This negative connotation stems from the idea that you’re “old” once you hit full retirement age as defined by the Social Security...

Posted: 15 days ago

I’ve been thinking quite a bit recently about our concept of “old age.” There’s a stigma attached to aging today that originates from century-old thoughts and realities. This negative connotation stems from the idea that you’re “old” once you hit full retirement age as defined by the Social Security...
Wes Moss: Why 65 is the new 45
 Did you know that our conception of “typical retirement age” was shaped over 100 years ago? In 1905, physician William Osler proclaimed the most productive working years were between 25 and 40 and called for those age 60 and older to leave work. Later came the signing of the Social Security Act (SSA) by President Franklin D. Roosevelt...

Posted: 29 days ago

Did you know that our conception of “typical retirement age” was shaped over 100 years ago? In 1905, physician William Osler proclaimed the most productive working years were between 25 and 40 and called for those age 60 and older to leave work. Later came the signing of the Social Security Act (SSA) by President Franklin D. Roosevelt...
Wes Moss: A half-century of pain and progress for investors
 Every time we pick up the newspaper or turn on the news these days, we’re greeted with lurid headlines of doom and gloom. This fact itself is not news; it’s always been that way. Right now, the media’s favorite economic bugaboos are tariffs, the trade war with China, signs of economic slowdown, and what the Fed is about...

11:00 AM Friday, Jul. 05, 2019

Every time we pick up the newspaper or turn on the news these days, we’re greeted with lurid headlines of doom and gloom. This fact itself is not news; it’s always been that way. Right now, the media’s favorite economic bugaboos are tariffs, the trade war with China, signs of economic slowdown, and what the Fed is about...
Wes Moss: Can we fix Social Security?
 On a recent Sunday morning during my WSB radio show, “Money Matters,” I received a question that I get asked regularly in some form or another. Let’s call him 48-year-old “Jack” from Jasper, Georgia. He asked, “Wes, should I even consider Social Security in my income plan because it might not even...

11:00 AM Friday, Jun. 21, 2019

On a recent Sunday morning during my WSB radio show, “Money Matters,” I received a question that I get asked regularly in some form or another. Let’s call him 48-year-old “Jack” from Jasper, Georgia. He asked, “Wes, should I even consider Social Security in my income plan because it might not even...
Wes Moss: 7 tools for a happy retirement
 Who doesn’t want a happy retirement? After all, they don’t call them your happy, wild and free years for nothing! So, are you setting yourself up for true happiness as a retiree? Sure, you’re planning the money piece, and that’s important. (My firm, Capital Investment Advisors, offers a simple online retirement...

11:00 AM Friday, Jun. 07, 2019

Who doesn’t want a happy retirement? After all, they don’t call them your happy, wild and free years for nothing! So, are you setting yourself up for true happiness as a retiree? Sure, you’re planning the money piece, and that’s important. (My firm, Capital Investment Advisors, offers a simple online retirement...
Wes Moss: Career advice for the Morehouse College graduates
 Who says there’s never any good news these days? The 2019 graduating class of Morehouse College received more than their diplomas at their recent commencement ceremony. While speaking at that event, technology investor and philanthropist Robert F. Smith announced that his family would pay off the Class of 2019’s student loans...

11:00 AM Thursday, May. 23, 2019

Who says there’s never any good news these days? The 2019 graduating class of Morehouse College received more than their diplomas at their recent commencement ceremony. While speaking at that event, technology investor and philanthropist Robert F. Smith announced that his family would pay off the Class of 2019’s student loans...
Wes Moss: Early or late, retirement requires plan beyond money
 The Wall Street Journal recently published an article headlined “The Case Against Early Retirement.” Because I am a true believer that you can retire early, and you can do so happily, I immediately devoured the piece. While I disagree with the headline, the article actually does present evidence for something I’ve long...

11:00 AM Friday, May. 10, 2019

The Wall Street Journal recently published an article headlined “The Case Against Early Retirement.” Because I am a true believer that you can retire early, and you can do so happily, I immediately devoured the piece. While I disagree with the headline, the article actually does present evidence for something I’ve long...
In planning retirement, ‘home’ holds more than potential sale profit
 In crafting retirement plans for my clients, housing is typically a key topic. The concept of where to live during these golden years is a top consideration of retirees. Some are thinking of downsizing while others are thinking of moving a few neighborhoods away, and others still are weighing the benefits of buying a second home. My favorite...

11:00 AM Friday, Apr. 26, 2019

In crafting retirement plans for my clients, housing is typically a key topic. The concept of where to live during these golden years is a top consideration of retirees. Some are thinking of downsizing while others are thinking of moving a few neighborhoods away, and others still are weighing the benefits of buying a second home. My favorite...
Wes Moss: How to overcome first year of retirement challenges
 There’s a song that says, “Everybody’s working for the weekend.” If you ask me, we’re all working toward some sort of retirement. Our long game goal is to set ourselves up for true financial freedom and the never-ending weekend that arrives when we wrap up our careers. We spend a great deal of time laying the...

11:00 AM Friday, Apr. 12, 2019

There’s a song that says, “Everybody’s working for the weekend.” If you ask me, we’re all working toward some sort of retirement. Our long game goal is to set ourselves up for true financial freedom and the never-ending weekend that arrives when we wrap up our careers. We spend a great deal of time laying the...
Wes Moss: How to design a happy retirement
 A big part of my life’s mission is to help families not only eventually retire, but retire happily. Of course, the challenge is that retiring takes work, a plan and, most importantly, working the plan. Few people just wake up one day with the luxury to walk away from a paycheck while also having vibrant social lives and great health...

11:00 AM Friday, Mar. 29, 2019

A big part of my life’s mission is to help families not only eventually retire, but retire happily. Of course, the challenge is that retiring takes work, a plan and, most importantly, working the plan. Few people just wake up one day with the luxury to walk away from a paycheck while also having vibrant social lives and great health...
Wes Moss: Retirement planning for 50-somethings
 Hitting the big 5-0 can be a time of reflection. Life is changing. The kids may be leaving the nest. Your career, now in full swing, could become more demanding. And, of course, that once-distant dream of retirement is becoming more of a reality. If that last prospect scares you, take a deep breath. Your 50s are the perfect time to readjust...

11:00 AM Friday, Mar. 15, 2019

Hitting the big 5-0 can be a time of reflection. Life is changing. The kids may be leaving the nest. Your career, now in full swing, could become more demanding. And, of course, that once-distant dream of retirement is becoming more of a reality. If that last prospect scares you, take a deep breath. Your 50s are the perfect time to readjust...
Wes Moss: The happiest ‘round the world retiree
 Last month, the world’s coolest grandma called into my radio show. “‘Round the World Robyn,” as I’ve affectionately dubbed her, needed advice on how to pay for an epic 50th anniversary trip with her spouse and an equally awesome African safari with her kids and grandkids. Although she didn’t bite when I...

12:00 AM Friday, Mar. 01, 2019

Last month, the world’s coolest grandma called into my radio show. “‘Round the World Robyn,” as I’ve affectionately dubbed her, needed advice on how to pay for an epic 50th anniversary trip with her spouse and an equally awesome African safari with her kids and grandkids. Although she didn’t bite when I...
Wes Moss: GDP of Atlanta’s Super Bowl
 Who was the big winner in Super Bowl LIII? The city of Atlanta. No question. Sure, the New England Patriots took home the Lombardi Trophy, meaning they are NFL champs for the next year. But the Super Bowl gave our hometown an economic boost that could last for a decade or more. I recently spoke to Bruce Seaman, associate professor of...

12:00 AM Friday, Feb. 15, 2019

Who was the big winner in Super Bowl LIII? The city of Atlanta. No question. Sure, the New England Patriots took home the Lombardi Trophy, meaning they are NFL champs for the next year. But the Super Bowl gave our hometown an economic boost that could last for a decade or more. I recently spoke to Bruce Seaman, associate professor of...
Wes Moss: The legacy of Vanguard founder John Bogle
 The financial world recently lost one of its great innovators, John Bogle, who died at age 89. Bogle was the father of index investing and the founder of financial services giant Vanguard. He was also a pioneer and crusader — a champion of accessible investing for the average American during a time when mutual fund fees were prohibitive...

12:00 AM Friday, Feb. 01, 2019

The financial world recently lost one of its great innovators, John Bogle, who died at age 89. Bogle was the father of index investing and the founder of financial services giant Vanguard. He was also a pioneer and crusader — a champion of accessible investing for the average American during a time when mutual fund fees were prohibitive...
Wes Moss: How rich are you?
 Have you ever wondered how your savings and investments stack up to those of your neighbors? While you may not be concerned with keeping up with the Joneses, it’s natural to be curious about where your retirement nest egg ranks compared to the rest of America. Let’s see where you stand. But before we delve in, I want to give you...

12:00 AM Friday, Jan. 18, 2019

Have you ever wondered how your savings and investments stack up to those of your neighbors? While you may not be concerned with keeping up with the Joneses, it’s natural to be curious about where your retirement nest egg ranks compared to the rest of America. Let’s see where you stand. But before we delve in, I want to give you...
Wes Moss: Key economic themes for 2019
 Here we are, with 2018 in the rearview mirror and a fresh, new year ahead. Overall, the past year was a frustrating one for investors — volatility returned after a calm 2017, generating two corrections, one of which took the market down more than 20 percent on an intraday level, briefly putting us into bear market territory. No one...

12:00 AM Friday, Jan. 04, 2019

Here we are, with 2018 in the rearview mirror and a fresh, new year ahead. Overall, the past year was a frustrating one for investors — volatility returned after a calm 2017, generating two corrections, one of which took the market down more than 20 percent on an intraday level, briefly putting us into bear market territory. No one...
Wes Moss: Why this strategy could help protect your retirement savings
 The stock market’s recent slide has troubled many investors. That’s understandable. But it’s important to remember that there are prospects for growth during any downturn. Today, I want to talk about those opportunities and a related rule of thumb on owning stocks. When the stock market tumbles, dividend yields for a wide...

5:00 AM Friday, Dec. 21, 2018

The stock market’s recent slide has troubled many investors. That’s understandable. But it’s important to remember that there are prospects for growth during any downturn. Today, I want to talk about those opportunities and a related rule of thumb on owning stocks. When the stock market tumbles, dividend yields for a wide...
Wes Moss: Planning the 5 years prior to retirement
 When you get to this place, it may be hard to believe. After all, we work all of our adult lives with this magic moment in mind. And now, it’s just over the horizon, so close you can almost see it. I’m talking, of course, about retirement. When you’re just a handful of years away from stepping into this beautiful chapter...

5:00 AM Friday, Dec. 07, 2018

When you get to this place, it may be hard to believe. After all, we work all of our adult lives with this magic moment in mind. And now, it’s just over the horizon, so close you can almost see it. I’m talking, of course, about retirement. When you’re just a handful of years away from stepping into this beautiful chapter...
Wes Moss: What is your investment risk tolerance?
 This fall has been a stressful roller coaster ride for many investors — harrowing and sometimes gut-wrenching. While we can’t predict exactly when the ride will end, it’s a good opportunity to take some time to analyze how you’re handling this wild ride. I want to approach the market’s turbulence by asking a...

5:00 AM Friday, Nov. 23, 2018

This fall has been a stressful roller coaster ride for many investors — harrowing and sometimes gut-wrenching. While we can’t predict exactly when the ride will end, it’s a good opportunity to take some time to analyze how you’re handling this wild ride. I want to approach the market’s turbulence by asking a...
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