Blog

2022 has proven to be a difficult year thus far. If it feels like it’s been a volatile year for stocks, it’s because it has

I have written two books and many articles about the differences between happy and unhappy retirees, the accumulation of which required countless hours of surveys

As a financial advisor, I can say without hesitation that in 60 percent of my meetings, the person sitting on the other side of the

What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for your legacy and loved ones?

The past two years have led to so much rescheduling that even my postponements have postponements. I call them COVID COVID trips because COVID forced

To pay or not to pay? As much as I try not to invoke Shakespeare when weighing financial decisions, that is an important question to

In addition to my radio show, “Money Matters,” which airs weekly on News 95.5 and AM 750 WSB radio, I also host the “Retire Sooner”

It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the Ukrainian people. I can’t even

Our office has received an uptick in clients who have fallen victim to fraudsters posing as a company the victim knows and trusts. They call

David York churns out nuggets of wisdom so effortlessly that it’s easy to see why the TED Talk folks invited him onto their hallowed stage

Inflation is dominating financial headlines. I don’t like it any more than you, but we need to bravely face reality to help guide and shape

We have a great new Retire Sooner Facebook Group. It’s full of people like you, trying to retire one year earlier than they ever thought