Client Spotlight: Dallas And Lisa’s Cherished Italian Adventure
Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new” AT&T bought out the company. No longer tied to their desks, they jumped at an invitation from their daughter Candice for an Italian adventure. Candice and her husband Collins had honeymooned there nearly 20 years prior and had always wanted to return with Dallas and Lisa.
Client Spotlight: A New Chapter of Service for These Happy Retirees
Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get started on their core pursuits: community service and leadership. The two moved to Lake Oconee near Greensboro, Georgia. Wasting no time, Lloyd became Homeowners Association (HOA) President of their new community and then joined the Greene County Volunteer Fire Department, where he spent a decade ensuring the safety and well-being of his neighbors.
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Client Spotlight: Liz & David’s Dream Trip to Iceland
Our readers know that from time to time, we like to swing the spotlight around, off of us, so that the light can shine brightly upon our clients. Today, we need two lights—one for our clients and one for the Travel and Cruise Authority who helped them plan the trip of a lifetime.
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted to do but never got the chance or had the nerve.
Client Spotlight: Ingrid’s Second-Act Career as a Travel Agent in Retirement
There’s a ubiquitous saying in American culture: If you can’t beat ‘em, join ‘em. Ingrid Reckard didn’t want to beat ‘em, but she certainly joined ‘em.
Client Spotlight: A Happy Retiree’s Hobby Restoring Classic Cars in Retirement (1970 Ford Bronco)
Much of the recent financial news has been laser-focused on inflation, and rightfully so. When prices go up, quality of life doesn’t often follow. At Capital Investment Advisors, we might have up-to-the-minute analysis on the Federal Reserve’s latest rate hike, but that doesn’t mean we’re paying any less for eggs at the grocery store.
Client Spotlight: Rafting the Colorado River Through the Grand Canyon in Retirement
When you spend most of your time helping folks plan for the happy retirements they deserve, it’s rewarding to stop and enjoy the ones who get there. What could’ve been a one-off article has become a running series of spotlights because so many of our clients are out there living out their dream retirement life.
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 strongly in the principles we preach, but it’s up to our clients to go out there and live life to the fullest. One client, Janet, recently did just that with a visit to the Siena Cathedral located in Italy.
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a particular person has traveled. We’ve covered a lot of territory, but today’s spotlight illuminates more hallowed ground.