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CapFinancial Partners, LLC (“CAPTRUST”) recognizes that its clients have an expectation that CAPTRUST and its affiliates will maintain the confidentiality of clients’ nonpublic personal information. Consequently, CAPTRUST has adopted this privacy policy concerning information obtained during the servicing of client’s account(s). Nonpublic information Nonpublic information obtained by CAPTRUST for purposes of providing services hereunder will...
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—about 300,000—hold that nearly $14 trillion in debt. Your household, whether you’re single or married with children, is probably one of them. Your debt—money you’ve borrowed and promised to pay back in the future, usually with interest—is likely a car loan, a mortgage, or a student loan.
A lot goes into planning to start a family. Don't overlook your insurance needs. Read more to make sure you are providing adequate coverage for you and your family.
Talking about eldercare with your parents is important, and waiting too long to ask about these plans can lead to guessing. This video goes over some of the questions you should be asking your parents, and what the process of discussing eldercare might be like for your family.
“Overall, the threat landscape is dramatically more dangerous for travelers today,” says Bart McDonough, chief executive officer and founder of cybersecurity firm Agio and author of Cyber Smart: Five Habits to Protect Your Family, Money, and Identity from Cyber Criminals.
In this issue, we explore the latest Social Security projections and insight on planning for the future of the program, along with a look at the importance of creating and maintaining a home inventory.
Receiving a financial windfall should be a positive milestone that permanently alters an individual’s or family’s future for the better. Yet, gaining immediate and substantial wealth can often have the opposite effect, leading to a new set of challenges that can put that wealth at risk.
Just about everything in the sprawling 91-year-old Dutch colonial in Bexley, Ohio, is, in fact, there by design—and part of an experiment in four-generation living Lisa Cini and her family launched in 2014.
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