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.

Predictions for the Market in 2023

If 2022 felt painful, it’s because it was. There is no use sugarcoating the profound challenges investors endured. A traditional balanced portfolio with 60 percent

How to Retire in 2023

It’s a new year, and with it comes new opportunities for people all over the country to set retirement goals. Financial gurus and critics tell

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. 

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A Retiree’s Guide to Inflation

This guide breaks down where inflation shows up, how it compounds, and considerations to help protect your income.

retiree guide to inflation