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Below is an excerpt from an article I thoroughly enjoyed reading. It captures the thoughts and emotions of several clients I’ve spoken to recently, and how/why the market can be so high right now amid all the uncertainty. From its record high on February 19, 2020 the S&P 500 Index1 fell 33.79% in less than 5…

Retiring takes a lot of hard work, saving, and discipline. However, if you chose to retire in Georgia, there are some great tax benefits that make the transition to retirement a little cheaper and easier. Here are the main benefits of retiring in GA: GA Retirement Income Exclusion: This allows GA taxpayers (age 65 and…

I thought this USA Today article was interesting. It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things. Money isn’t everything, but retirees with more money reported having more satisfaction in…

20 Second Advisor: Is the Stock Market Divorced from Economic Reality?

20 Second Advisor: Why It’s Easy to Retire in GA.

Retirees Have Less Satisfaction in Retirement