Articles
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
Five Money Secrets Of The Happiest Retirees
Securing retirement happiness often requires fighting against financial tunnel vision. Having enough in the bank is the starting point, not the finish line. That said,
Maximizing Your Social Security With Mary Beth Franklin
Social Security is an absolutely crucial element of many retirement plans across the United States. Understandably, people want to know how to maximize their earnings,
What Retirees Need To Know About The Hidden Power Of Dividends
Dividends are a way for companies to return a portion of their profits to shareholders. Call it a cash reward for being an investor—each allotment is
What An S&P 500 All-Time High Could Mean For Your Investments
The S&P 500 recently notched its first record close in more than two years. After falling more than 25% in 2022, the S&P 500 rose
All Aboard! The Happy Retirement Train at the Santa Barbara Zoo
Drive about 90 miles north of Los Angeles along U.S. Route 101, and you’ll find yourself in the stunning coastal city of Santa Barbara, California.
Defending the 4% Rule for Retirement
Anyone in the Retire Sooner family—readers of my books and articles and listeners to my podcast and radio show—knows how passionate I am about the
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