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Early Career

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

Featured Post for Early Career
Plan
Article
The Coronavirus Stimulus Package and Student Loans
As a result of the devastating effects of the coronavirus on American citizens, Congressional lawmakers have responded by creating the Coronavirus Stimulus Packa... Continue reading
Top Posts for Early Career
Article
The ABCs of 529 Plans
529 savings plans are tax-advantaged education savings vehicles and one of the most p...
Article
The Best Ways to Save for College
Tax-advantaged strategies are important because over time, you can potentially accumu...
Article
Yours, Mine, and Ours: How to Manage Money in Marriage
Marriage is for better or worse, but couples can avoid some of the worst marital melt...
Article
Teaching Your Child about Money
Ask your five-year old where money comes from, and the answer you’ll probably get i...
Article
Steps to Buying Your First Home
Many Americans dream of owning their own home, but the process of buying one can be d...
Article
Financial Tips for Unmarried Couples
If you are in a long-term, committed relationship, you have many of the same financia...
Article
Eight Small Habits to Help You Save Big
Financial experts have discovered several easy ways to cut costs to save more.
Article
Establishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you’re never...
Article
How to Plan and Manage to Send your Child—or Children—to College
If you’re reading this, you’re likely a parent trying to figure out how to save f...
Article
Make Sure Your Credit Score Shines
You may have worked hard for a golden credit score, but it can get tarnished in unexp...
Featured Tool for Early Career
College Savings Calculator

This calculator projects the future cost of college and illustrates how your savings, if any, match up for each year of college. If there is a funding shortfall, the calculator shows that amount each year, and calculates both the monthly savings amount and the lump-sum amount needed to eliminate the shortfall.

Use This Tool
Ways to Plan for Early Career
Early Career
Article
Future Webinar! Managing Credit and Fraud Prevention
Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar will explain how to get information a... Continue reading
Early Career
video
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin Barry outlines the issues that have been resolved over the last month and the questions that r... Continue reading
Early Career
Article
Ask the Experts: Insuring Valuables
Q: I have inherited jewelry and collectibles from family members over the years. Are they covered under my homeowner’s policy? Continue reading
Early Career
Article
Establishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you ke... Continue reading
Early Career
Article
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and prop... Continue reading
Ways to Save for Early Career
Early Career
video
Emergency Savings
While we all know the importance of having savings in case of an emergency, many of us struggle with how to get started. Join CAPTRUST’s Drew Battle for some p... Continue reading
Early Career
Article
True or False: You Are a Retirement Savings Plan Expert
Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan. 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
Webinar Recording | Budgeting: Where Does My Money Go?
Are you starting out the year with a goal of getting your finances under control? In this webinar recording, we discuss the ways a budget can help alleviate stre... Continue reading
Early Career
Article
2021 IRS Retirement Plan Contribution Limits
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2021. Continue reading
Ways to Invest for Early Career
Early Career
Article
Investing as a Couple: Getting to Yes
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, th... Continue reading
Early Career
video
January 2021 Market Update
2020 was a roller coaster ride, but in the end, it rewarded investors who stuck it out. Listen in as CAPTRUST Chief Investment Officer Kevin Barry reviews the hi... Continue reading
Early Career
Article
Future Webinar! Investment Mistakes and How to Avoid Them
Are you uncomfortable making investment decisions? Are you worried you might make a mistake? Join us for a discussion around how you can avoid some of the most c... Continue reading
Early Career
Article
Say It Ain’t So
The 2015 movie The Big Short chronicles the market and economic forces that led to the financial crisis in 2007. Based on a Michael Lewis book of the same name, ... Continue reading
Early Career
Article
Creative Disruption
The turn of the 20th century was a time of high optimism and enthusiasm for the future. This Age of Hope was fueled by technological innovations such as mass com... Continue reading
Ways to Retire for Early Career
Early Career
Article
Have You Checked Your Retirement Plan Lately?
It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year, and when major life changes occur. If you havenâ€... 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
Early Career
video
Webinar Recording: Saving for Health Care
Listen in as CAPTRUST discusses preparing for retirement and making healthcare decisions. Continue reading
Early Career
Article
The Time to Talk About Retirement Is Now
As you rush to work, run to pick up the kids, or scramble to make dinner, retirement may seem like a far-off dream. Or maybe you try to talk to your partner abou... Continue reading
Featured Video for Early Career
Video
Good Debt vs. Bad Debt
Imagine what you could do with the right financial advice. Discussing your finances w...
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.