How to Buy Your Next Home Without a Mortgage
Sometimes good planning is not about doing something flashy. It is about avoiding the mistakes that quietly erode wealth over time.
What Indiana Jones Taught Me About Early Roth Withdrawals and Roth 401(k) vs Roth IRA Rules
Financial planning is part art, part science, part archaeology. Sometimes you’re dusting off IRS rules buried under 20 years of assumptions. Other times, you’re sprinting out of a collapsing temple with a bag of tax-free dollars in your hands.
Client Spotlight: From Fords to Ferraris- Frank Harms’ Guide to Driving Your Retirement Dreams
With each opportunity to spotlight a client’s achievements, we inevitably learn something valuable. The hope is to spread that knowledge and joy to inspire others in their own retirement journeys. Today, the spotlight shines upon Frank Harms and his love for cars.
Estate Planning Basics We Hope You’ll Never Need (But Will Be Glad You Have)
Don’t assume you only need a Last Will & Testament once you’re “old.” Anything can happen at any time. Even a bare-bones plan is better than leaving your family completely unprepared, especially if there are minor beneficiaries in play.
Client Spotlight: A Nordic Journey with Bonnie & Joe
Of course, some people go to work every day without ever feeling inspired by the families they serve. To us, that’s almost unimaginable, and clients like Bonnie and Joe make that inspiration abundantly clear. Joe retired from AT&T Bell Labs in 2007 after 35 years of dedicated service. Bonnie joined him two years later after being SE division manager for Cigna—presiding over the call center, case management, and physical building operations. And not for nothing, but she was also a crackerjack tennis player, winning more than her share of ALTA city championships.
Client Spotlight: Tigers, Temples & Travel Triumphs: Matt and Donna Explore India & Nepal
From career goals to bucket list adventures, each retiree’s journey is uniquely their own. At Capital Investment Advisors, we love spotlighting retirees who are embracing the freedom, joy, and fulfillment that retirement can offer. Today, we’re thrilled to share the story of Matt and Donna—two spirited travelers who recently checked off two major destinations from their retirement wish list: India and Nepal.
Client Spotlight: From Boardrooms to Bookshelves: How Gerald Turned Retirement into a Creative Renaissance
A native Georgian who grew up in the Atlanta suburb of Decatur, Gerald received a BBA from the University of Georgia (Go Dawgs!) and then signed up for three years of service as an artillery officer in the U.S. Marine Corps. Along the way, he achieved his MBA from the University of Tampa and went to work for companies such as Coca-Cola Enterprises and Genuine Parts Company.
Client Spotlight: Writing, Retirement, and Southern Soul – The Inspiring Encore of Chris Jones
If you cross-checked Capital Investment Advisors’ client list with a roster of extraordinary citizens who stand out in their respective communities, there would be plenty of overlap. Today’s spotlight shines on one such happy retiree—Chris Jones. Born in Alma, the blueberry capital of Georgia, his first job was as a high school radio DJ, which led to a stint as a news and sports reporter. In what he now refers to as a forty-year detour, he spent most of his career in corporate public affairs. Retiring from that world of politics and legislation in 2015 finally freed him up to rediscover his journalistic roots.
Client Spotlight: Kyle & Russ’s Month-Long Adventure Out West
Our job is to help retirees find happiness. When they do, we celebrate the news to help inspire others to pursue their core pursuits. Today, the spotlight is on Kyle and Russ.
Kyle is a retired English professor. Russ mostly retired from IT management and Process Improvement in 2016 but maintains a small portfolio of consulting work to minimize nest egg withdrawals. With their newfound freedom, they decided to hop in a convertible Mustang and head west for a month-long, unforgettable road trip to visit family in the West Coast and complete the California Coast Highway.
Client Spotlight: To Iceland And Beyond
Retirement often marks the end of a career, but for Jerry and his wife Cherie, it was the beginning of something extraordinary—a chance to turn their lifelong dreams into unforgettable experiences. From dogsledding in Norway, chasing Atlantic puffins under Iceland’s misty skies to marveling at wild bears in the heart of Mount Rainier, their adventures remind us all that retirement is not only a retreat but a launchpad.
