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.

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.

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.

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.

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.

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.

At Capital Investment Advisors, our team is lucky enough to work with a stellar group of clients. However, even amongst that group par excellence, Cyndi and Chelsy Cross stand out.

My job is to help folks find a path to happiness in retirement. Time, experience, and curiosity have accumulated into knowledge that I try to impart to my firm’s financial clients, radio and podcast listeners, and readers. One of my rewards is hearing the stories told by the people who take this advice to the next level.

How do you get to Carnegie Hall? I always took 7th Ave but it never got me onto the stage. Making it that far requires practice.