Articles

On The Fence About Retirement? Here’s What To Consider
Recently on my radio show, “Money Matters” on WSB, I got a nearly universal question from a caller. Let’s call him “On the Fence Frank.” His

Early Retirement Gone Wrong: How To Make Sure Your FIRE Plans Don’t Get Derailed
Dreaming of retiring in your 50s, 40s, or even 30s? You’re not alone. For members of the FIRE movement — short for “financial independence, retire

Finding The Formula For A Happy Retirement
As a financial adviser, I’ve been lucky enough to meet with hundreds of families over the past 20-plus years. The happiest among these retirees share

Growth Stocks vs. Value Stocks: What’s the Difference?
A well-crafted investment portfolio is like a successful baseball team. Both consist of a diverse line-up of players, each of whom contributes in their own

How To Calculate Your Net Worth Number
Where are you on your journey of wealth building? Are you just starting, or are you well down the road to a “rich” retirement? No

Are People Happier Living In The Suburbs Or The City? The Research Is In.
Along the path to collecting the research for my book, I discovered interesting facts about the happiest retirees on the block. In You Can Retire Sooner

What Really Makes Men Happy
When it comes to men and happiness, many factors contribute to an overall sense of wellbeing. But there is one common thread that all men

7 Things To Do Before You Retire
It’s hard to believe how close we are to rounding the corner into a new year. Some of you may be waiting on pins and

Financial Advisers Reveal the Worst Mistakes Their Clients Made
What were you thinking?! If you’ve ever kicked yourself for making a big mistake in saving, spending or investing your money, take heart. Financial advisers

Being A Social Butterfly Might Help You Live Longer
Think about the last time you had some quality face time (or phone time) with a dear friend. No doubt the conversation left you feeling

Why We Feel the Pain of Loss More Than the Joy of Gains
99.6%. A number I will forever hate. A number that will haunt the dreams of many in the city of Atlanta. 99.6% was ESPN’s official

10 Meaningful Volunteer Opportunities in Retirement
Your retirement years are fertile ground for you to spend time doing the things you love best. I call these happy endeavors core pursuits. And,
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