Is it too late to write a memoir? Judy Geller published hers in her 80s to honor her late husband. Here’s what writing a memoir later in life gave her.

Retired CIA client Doug spent 2,000 hours building an award-winning Ocean Pointer boat. A story of patience, purpose, and retirement well spent.

Retired couple Ned and Nancy take a bucket-list South Africa safari, a real story of planning ahead for the experiences that matter in retirement.

In May of 2026, Patricia, one of our happy retirees, flew with her sister to Bergen, Norway to join the Viking Neptune and sail Norway's spectacular fjord coastline before continuing to Amsterdam. But that wasn’t the end of it. From there, they boarded the Viking Alruna to sail the Rhine River to Switzerland (Basel) with stops in Germany (Cologne, Koblenz, Rüdesheim) and France (Strasbourg).

Some retirement dreams take shape over decades. For one of our clients, David Scott, his lifelong love of backpacking led to a 100-mile trek through the Alps and an unforgettable journey around Western Europe’s highest mountain: Mont Blanc.

Charles and Dawn Norfolk were originally hesitant to retire, but because they had the means and the desire, Jason Gove, one of our Phoenix team members, encouraged them to make the leap. One of their customers purchased their business, providing a clear path to step away. They stayed on for four years to help ease the transition, then moved from Texas to Tennessee.

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.

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.

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.

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.