Articles

New Required Minimum Distribution (RMD) and 401(k) Rules For 2020
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

Sorting Good, Bad News Amid COVID-19? Here’s Where To Start
The COVID-19 pandemic has rocked our country in ways we didn’t (and couldn’t) anticipate. Life in the COVID-19 economy is singular; it is distinctly different

Capital’s Reading List: Our Favorite Investing Books
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

Why The S&P 500 Is Less Diversified Than You Might Think
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

If You’re Weighing Lump-sum Payout vs. Pension, Use 6% Rule
This is a scary time for investors, especially those who are new or soon-to-be retirees. The COVID-19 economy is still in full swing. We’ve seen

Retirement in 2020: The COVID Economy and Income Investing
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

If COVID-19 Fuels Buyout Offers Like Delta’s, Here’s What To Consider
Many folks have used the COVID-19 economy to test-drive early retirement. And more than a few loved what they found. In my most recent survey of

3 Steps To Retake Control Of Your Sleep Schedule
A good night’s sleep is a powerful thing. It makes for a better next day and better overall health. Multiple sleep studies have confirmed that

What Are Core Pursuits?
“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

7 Questions To Ask Yourself If Lockdown Tempts You To Retire Early
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

Life In Lockdown For Happy Retirees
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

Let’s Keep a Distance Without Becoming Socially Isolated
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
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