Articles

Rerouting To Income Investing

A year ago, amidst the throes of COVID lockdown, my regular commute became warp speed from my home in Midtown Atlanta to my Sandy Springs

Are You On Track For A Happy Retirement?

Are you on track for a “rich” retirement? While we all want to be secure in our finances, many investors aren’t quite sure how to

Who Are You Calling Old? 65 Is The New 45!

Friends, I’m here to tell you, 65 is the new 45. Rounding the corner to the typical retirement age of 65 doesn’t mean that you’ll

Four Habits To Avoid As You Move Into Retirement

We all know what we ultimately want from life. The simple word, happiness, carries so much weight and possibility. This is especially true during your

What To Avoid If You Want A Happy Retirement

Happiness, joy, pleasure. These are the fruits of a life well-lived. And there’s no riper stage for harvesting these emotions than during our retired years,

Marriage, Money And Happiness – Which Phase Are You In?

Cupid, draw back your bow. It’s the weekend of Valentine’s Day, when couples celebrate their love for each other — whether they’ve been together for

Good News For Retirees Seeking Consistent Income: The 4% Rule Of Thumb Could Now Be 4.5%

There’s huge news in the world of financial planning if you ask me. If ever there was a viral news story in my profession, this

How To Address Three Most Common Retirement Concerns

One of my favorite recent radio callers was who I dubbed, “On The Fence Frank.” He called in to my WSB Sunday radio show, “Money

America Is On The Road To Recovery

If pressed to summarize the majority of last year and my expectations for the coming year in one word, I would choose “recovery.” For all

Finding Your Core Pursuits In 2021

What’s the most important aspect of retirement planning? Building a nest egg? Good answer. However, based on my experience with countless retirees — both happy