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An unexpected retirement can upend even the best-laid plans. Here’s how one client faced it head-on. I have a client who’s a fantastic guy. He’s a

As an investment advisor and CERTIFIED FINANCIAL PLANNERTM with Capital Investment Advisors, I get to hear a variety of financial concerns on the daily. Recently, those

We may have turned the corner into August, but there’s still plenty of time to add books to your summer reading list. You may have

Right now, the American economy is like an F-22 Raptor fighter jet — only without 100% of its weapons in operation. It’s still the best

Market volatility is one of the biggest sources of stress for new and soon-to-be retirees, and it shapes a decision that comes up again and

A client I’ve worked with for some 18 months recently asked me if COVID-19 would derail her retirement. She had wrapped up her career earlier

“I found out retirement means playing golf, or I don’t know what the hell it means. But to me, retirement means doing what you have

Phil and Sharon stopped going to work a couple of months ago. This 50-something North Atlanta couple now spend most of the day enjoying each

The lockdown lifestyle of COVID-19 has not been easy, to say the least. We’ve all had to learn to adapt to a new way of

You know what phrase I’m tired of hearing? “Social distancing.” This term is unhelpful and promotes dangerous isolation from friends, families and acquaintances. I prefer

Amid the COVID-19 economy, a tremendous divergence has emerged between the economics for different companies. We could categorize them in two groups, the “haves” and