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Early Career

It’s never too early to start thinking about your future.

Featured Post for Early Career
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January 2023 Market Update
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent eve... Continue reading
Top Posts for Early Career
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How To Stop Worrying
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to ...
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Good Debt vs. Bad Debt
Imagine what you could do with the right financial advice. Discussing your finances w...
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Investment and Retirement Plan Advice Made Easy
As an advisor to your employer’s retirement plan, CAPTRUST is able to offer you a n...
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LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report ...
Featured Tool for Early Career

Roth 401(k) vs. Traditional 401(k) Calculator

This calculator will show Roth 401(k) contributions based on keeping your paycheck deductions and take-home pay the same as if contributing to a Traditional 401(k) along with a comparison showing Roth 401(k) contributions based on increasing your paycheck deductions for current taxes, and thereby reducing your take-home pay.

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Ways to Plan for Early Career
Early Career
Article
Ask the Experts: How To Encourage Your Spouse To Be More Eng...
In this article, we discuss how to encourage your spouse to take part in financial decisions. Continue reading
Early Career
Article
How To Stop Worrying
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to Stop Worrying and Love the Bomb, a dark comedy satirizing the Cold War déte... Continue reading
Early Career
video
LIFE | Leasing vs. Owning a Car
Are you in the market for a new car? Finding the perfect make and model is only half the battle. The weightier decision is whether you choose to lease or purchas... Continue reading
Early Career
Article
Financial Tips for New Parents
The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wil... Continue reading
Early Career
Article
Webinar Recording: One Size Doesn’t Fit All
Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your fi... Continue reading
Ways to Save for Early Career
Early Career
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Webinar Recording: Saving for Major Purchases
Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that... Continue reading
Early Career
Article
Webinar Recording: Ask CAPTRUST: Ways to Save
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide... Continue reading
Early Career
Article
IRS Announces 2023 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2023. Continue reading
Early Career
Article
Don’t Let Your Retirement Savings Goal Get You Down
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when y... Continue reading
Early Career
Article
The ABCs of 529 Plans
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-1... Continue reading
Ways to Invest for Early Career
Early Career
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Understanding Interest Rates
What is an interest rate and how is it calculated? In this CAPTRUST video, learn the basics of interest rates, including what they are, how they are calculated, ... Continue reading
Early Career
Article
Foretelling an Uncertain Future
In the 1980s, a popular children’s book series called Choose Your Own Adventure allowed young readers to become a character in the story and make decisions at ... Continue reading
Early Career
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January 2023 Market Update
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent eve... Continue reading
Early Career
Article
Future Webinar! Investment Options to Fund Your Retirement
It is important to understand how to invest if you want to achieve your retirement goals. Listen in on this panel discussion as we explore the types of investmen... Continue reading
Early Career
Article
Enjoy Your Ride
Opened in May 2005, Kingda Ka at Six Flags Great Adventure in Jackson, New Jersey, holds world records among operating roller coasters for tallest coaster and bi... Continue reading
Ways to Retire for Early Career
Early Career
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Your Retirement Blueprint®
If you're watching this video, your company has given you the opportunity to receive conflict-free investment advice from CAPTRUST. A personalized Retirement Blu... Continue reading
Early Career
Article
Future Webinar! Ask CAPTRUST: What’s Coming Out of Your Pa...
Do you know what is coming out of your paycheck, and why? Join us as we discuss the typical paycheck deductions, where your earnings are going, and how much cont... Continue reading
Early Career
Article
Secure Your Retirement Savings: The Three-Bucket Strategy
Early in your career, when retirement is decades away, many individuals choose to invest as aggressively as possible. However, as retirement draws closer, your s... Continue reading
Early Career
Article
Webinar Recording: Retirement Readiness
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, crea... Continue reading
Early Career
Article
Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated a... Continue reading
Featured Video for Early Career
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Protecting Your Retirement Accounts from Cybercrime
You’ve been saving for retirement for years, but those retirement accounts can be s...
Ask the Librarian
Whether you’re just entering the workforce, getting on top of the financial challenges of mid-life, or looking for knowledge as a pre-retiree nearing the end of a career—advice from the librarian is available 24/7 to guide you in achieving your unique financial goals.
Middle Career
Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
Late Career
Late Career
On target to retire comfortably? It's time to explore the important transition to retirement.
Plan
Plan
Planning should not be one size fits all. Get the help you need for your situation.
Save
Save
Work with CAPTRUST to create small steps to move your closer to your savings goals.
Invest
Invest
CAPTRUST is here to give you advice so that you are a confident decision maker.
Retire
Retire
As you near retirement it is important that you are regularly checking your progress and plan.