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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 plans are tax-advantaged education savings vehicles and one of the most popular w...
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
Ask the Experts: Financial FAQs (Summer 2020)
In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider du... Continue reading
Early Career
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
Early Career
Article
CARES Act Retirement Provisions Frequently Asked Questions
Do you have questions about the CARES Act? Here are some frequently asked questions and answers to help you navigate this new legislation. Continue reading
Early Career
video
Education Finances
This webinar covers two related topics: educational savings and debt. Tune in to understand the advantages of using 529 plans, and other types of accounts, to sa... Continue reading
Early Career
Article
Remarriage: Avoid Repeating the Marital Money Mistakes
Falling in love and getting married is a wonderful experience. Continue reading
Ways to Save for Early Career
Early Career
Article
Putting Money Habits to Good Use
The habits that we’ve formed over our lifetimes help define us. We have physical habits, mental habits, habits of character, personal hygiene habits, and produ... Continue reading
Early Career
video
Good Debt vs. Bad Debt
Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking wi... Continue reading
Early Career
Article
Understanding and Managing Debt
The economy is good, and Americans are on a spending spree. American household debt hit a record $13.95 trillion in 2019[1]. The majority of U.S. households—ab... Continue reading
Early Career
Article
The Best Ways to Save for College
Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable inves... Continue reading
Early Career
Article
Debt Consolidation
If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to impro... Continue reading
Ways to Invest for Early Career
Early Career
Article
Six Keys to More Successful Investing
Delve into this quick read to pick up six basic principles that may help you invest more successfully—from considering different asset allocations to making se... Continue reading
Early Career
Article
Investing for Major Financial Goals
You may know you want to retire, but when? If you want to send your child to college, does that mean an Ivy League school or the community college down the stree... Continue reading
Early Career
Article
Investment Planning: The Basics
Not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process is a mistake for any... Continue reading
Early Career
video
Investing in the Stock Market
Confused by what stocks are and they fit into your investment portfolio? You’re not alone! Continue reading
Early Career
Article
Asset Allocation
Asset allocation can help you manage the type of risk investors face in their portfolio's. Read on to get the facts on different types of assets and how to bala... Continue reading
Ways to Retire for Early Career
Early Career
Article
Upcoming Webinar! Saving for Healthcare
Join CAPTRUST to discuss preparing for retirement and making healthcare decisions. Continue reading
Early Career
video
The 25 Documents Everyone Needs to Have
Do you know what documents you should have on hand to protect you and your family in case of unforeseen events? This webinar recording will provide you with an o... 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.