Articles
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
Women + Money: Finding Your Way to Financial Confidence
Over the past few months, my colleague Adria DeMeo and I have had the opportunity to speak at a couple of women’s events. We presented
7 Psychology of Money Lessons for a Smarter Retirement Plan | Part One
Morgan Housel’s The Psychology of Money sold millions of copies, and for good reason. Published in 2020, its astute money lessons catapulted it to instantly
The Peach State Tax Update…(In Case You Missed It)
To say that my wife Amanda loves the musical Hamilton would be an understatement. I remember how excited she was when we went to see
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