Seek and Find!
In our short-form webinar series, ASK CAPTRUST, we tackle big topics in small amounts of time. This quarter, join the CAPTRUST team to learn about SECURE 2.0 retirement savings legislation and how it could affect you as a retirement plan participant.
Emergencies can be scary and stressful. But having a plan in place—with key contacts to rely on—can make a big difference. In this Lessons in Financial Experiences (LIFE) episode, you’ll learn how to choose the right person to be your emergency contact, what this person can and can’t do, and what information they will need.
Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Listen to a panel of experts as they discuss the differences between trusts, wills, and other necessary documents.
The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few highlights.
In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang discusses three long-term trends that are already shaping investment strategies today: demographics, deglobalization, and digital transformation. Watch to learn how these trends are impacting the markets and economy today, and what CAPTRUST is watching as we look into the future.
With student loan payments restarting and prices for household goods now higher than ever, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off student loan debt, how to establish a budget, and where to turn for additional help.
Early on, when Denise Gehringer talked with friends about plans for her son, Jacob, who has Down syndrome, she often heard the same refrain.
If you're like many Americans, you may not be saving enough for retirement. In fact, nearly half of all U.S. households have no retirement savings at all. But it's never too late to save, and every little bit makes a difference. This short video explains some of the simple ways you can get started.
