Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.
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 financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.
SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.
Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.
Early in your career, when retirement is decades away, many individuals choose to invest as aggressively as possible. However, as retirement draws closer, your strategies should change. Listen in to learn how to secure your retirement savings, making sure that your money lasts for all the years of your retirement.
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, creating income in retirement, and asset allocation strategies.
What happens if you successfully saved for retirement, but when the time comes to spend that money, it is also paired with a market downturn? Timing is everything in this situation, and in this Lessons in Financial Experiences (LIFE) episode, we’ll look at steps you can take to ensure that your nest egg lasts for the duration of retirement.
Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to check in with yourself and make some adjustments to be sure you’re staying on course. In this webinar recording, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.