Articles

Retire Sooner Reading List

Any author will tell you that self-promotion is a vital muscle to develop. You pour your heart out, scribbling ideas before heading to the office,

Falling in Love with Dividends

Dividends are a way for a company to return some of its profits to shareholders. They’re cash payments that certain companies give to investors. Each

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

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