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Ken Moraif, CFP®

Senior Adviser, Money Matters

Phone: 800.994.0302
E-mail: PR@moneymatters.net
www.moneymatters.net
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Ken Moraif, CFP, is a senior adviser at Money Matters, a Dallas-based wealth management and investment firm with over $3.5 billion in AUM and serving over 7,300 households (as of March 31, 2017). The firm works with pre-retirees and retirees, offering estate and tax-planning services, retirement plan consulting and investment management. He frequently outlines retirement trends in his weekly radio show, "Money Matters with Ken Moraif" and highlights investment strategies in his book, "Buy, Hold, and SELL!"

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Latest Features

Building Wealth
May 2018

Living on Your Investments? What Happens When a Bear Market Hits?

Investors are often told to "stay the course" even as stock markets go through tough times. However, if you're retired, that advice could put your nest egg in jeopardy.

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Building Wealth
April 2018

Is Passive Investing 'Worse Than Marxism'?

A set-it-and-forget-it investing approach is certainly a pretty easy route for retirement savers to take, but it might be contributing to some big problems for portfolios, and even the market itself, down the line.

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Building Wealth
March 2018

The Ins and Outs of Buying Long-Term Care Insurance

Think about this coverage not just as insurance for long-term care, but for your retirement nest egg itself. With that in mind, here are some tips.

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Building Wealth
February 2018

The 3 Spending Stages of Your Retirement

Popular thinking is that you’ll spend less once you retire, but that’s not what I’ve seen in my own clients, at least in the first few years.

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Building Wealth
December 2017

End the Year Right: 6 Financial Tips for Retirees

How time flies. As the year quickly winds down, it's time to check a few items off your to-do list.

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Building Wealth
December 2017

Saving for Retirement as a Single Parent

To do the right thing for your kids, you need to do the right thing for yourself as well. While it's not easy, you can save. Here's how to start.

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Building Wealth
October 2017

4 Reasons to Hold a Retirement Dress Rehearsal

Before you sell your house and buy that golf course condo or move down the street from your grandkids, take some time to try it out to see if reality lives up to the dream.

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Building Wealth
August 2017

Leaving Your Digital Legacy

Between Facebook, iTunes, email and digital banking and investment accounts, most of us lead pretty active lives online. Do you have a plan for what will happen to all your passwords and accounts when you pass away?

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Building Wealth
July 2017

The 10 Most Important Years of Your Financial Life (& How to Prepare For Them)

The five years before and the five years after retirement can be a real minefield. A big loss during this time could spoil all your hopes and dreams, so here’s what you need to do to protect yourself.

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Building Wealth
June 2017

Want to Retire Abroad? 3 Commonly Overlooked Factors

Whether you never want to see another a snow shovel again or you're just looking for a cost-of-living bargain, if you've dreamed of leaving the country in your golden years, here are some issues to think about.

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