Articles
Estate Planning Basics We Hope You’ll Never Need (But Will Be Glad You Have)
Don’t assume you only need a Last Will & Testament once you’re “old.” Anything can happen at any time. Even a bare-bones plan is better
Client Spotlight: A Nordic Journey with Bonnie & Joe
Of course, some people go to work every day without ever feeling inspired by the families they serve. To us, that’s almost unimaginable, and clients
Client Spotlight: Tigers, Temples & Travel Triumphs: Matt and Donna Explore India & Nepal
From career goals to bucket list adventures, each retiree’s journey is uniquely their own. At Capital Investment Advisors, we love spotlighting retirees who are embracing
Client Spotlight: From Boardrooms to Bookshelves: How Gerald Turned Retirement into a Creative Renaissance
A native Georgian who grew up in the Atlanta suburb of Decatur, Gerald received a BBA from the University of Georgia (Go Dawgs!) and then
Client Spotlight: Writing, Retirement, and Southern Soul – The Inspiring Encore of Chris Jones
If you cross-checked Capital Investment Advisors’ client list with a roster of extraordinary citizens who stand out in their respective communities, there would be plenty
Client Spotlight: Kyle & Russ’s Month-Long Adventure Out West
Our job is to help retirees find happiness. When
Client Spotlight: To Iceland And Beyond
Retirement often marks the end of a career, but for Jerry and his wife Cherie, it was the beginning of something extraordinary—a chance to turn
Client Spotlight: Dallas And Lisa’s Cherished Italian Adventure
Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new”
Client Spotlight: A New Chapter of Service for These Happy Retirees
Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to
LLC & Small Business Owners: What FinCEN’s New Reporting Requirement Means For You
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN), a U.S. Department of the Treasury bureau, began requiring a sizable portion of U.S.
Six Lessons Learned On The Happiest Retirees Podcast
It’s been six months since we launched the Happiest Retirees podcast. As the title might suggest, the mission was to find the world’s happiest retirees
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