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By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.
Figuring out how to replace income in retirement doesn’t have to be a puzzle. Find out how CAPTRUST can help you put together the small pieces that make up the bigger picture for your retirement income paycheck—like Social Security, employer retirement plans, annuities, and personal savings.
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 haven’t given your plan a thorough review within the past 12 months, now may be a good time to do so.
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies.
Did you know that insurance companies typically consider your credit history, whether positive or negative, when you apply for auto or homeowners insurance? Insurers may use your credit information when deciding whether to approve your insurance application and when determining the premium you’ll pay.
It’s hard to imagine functioning in today’s society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it.
Like dandelions in a spring lawn, credit card offers pop up everywhere—stuffing your mailbox, flashing on the Internet, even falling from the magazines in your doctor’s waiting room. And they all sound so attractive. “0% APR until next year!” “No fee if you transfer a balance now!” “Low fixed rate!” You’re thinking of applying for a card, but how do you decide which offer is best for you?
Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and review a copy of your credit report.
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