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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

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

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

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.

Preparing for retirement is like figuring out an equation. Even if you know most of the variables, you can’t find the answer until solving for

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

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

As host of the Money Matters radio show and Retire Sooner podcast, I try to stay plugged into what my listeners have on their minds.

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. 

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

The lights are up, the ornaments are hung, and although Home Depot has displayed Christmas decorations since well before Halloween, the official holiday season is