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,
10 Things Investors Should Know About Secure Act 2.0
Secure Act 2.0 has now been put into law as an expanded version of the SECURE Act of 2019. Below are some of the highlights
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
Client Spotlight: A Happy Retiree’s Bucket List Trip to the Cathedral of Siena
One of the most rewarding aspects of working in portfolio management and retirement planning is seeing positive results in real-time. At our firm, we believe
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.
Stop Working When You Reach 25x In The Bank
The 25x Rule is one of the simplest ways to answer a big retirement question: how much money do you actually need to stop working?
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
Demographics Can Help Shape Your Retirement Destiny
With such a challenging year in the market, I relish every opportunity to report good news — the world economy continues to grow at an
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
1 Trick To Change Your Relationship With Money From My Interview With Ken Honda
As host of the Retire Sooner podcast and Money Matters radio show, I’ve interviewed many impressive guests. Talented experts from a wide range of fields