Articles

IRAs for Education

The cost of living has been rising, and college tuition is no different. With that harsh reality, folks have had to find creative ways to

101 Retirement Tips

My team at Capital Investment Advisors put together a guide with 101 retirement tips that can help you prepare for and/or help you navigate retirement.

How to Find Your Core Pursuits

Whether meeting with clients in person or answering listener questions on the radio and podcast, I tell folks to find their purpose through core pursuits. 

What’s Your Retirement Style?

As a financial advisor, radio host, and podcast host, I spend most of my time trying to help people retire happier and avoid the pitfalls

7 Questions To Ask Retirees

I recently came across an article by Mark Patterson in U.S. News & World Report that caught my eye. The author of The Failsafe Retirement

Five Money Habits of Happy Retirees

Extensive research and tireless surveys of thousands of happy retirees have convinced me that several different tiers of preparation are required to find happiness in

The DOW Jones And S&P 500 Explained

Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather and traffic. As the long-time

Ready to talk with an advisor?

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.