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Late Career

It’s never too early to start thinking about your future.

Featured Post for Late Career
Plan
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
Top Posts for Late Career
Article
Buying Supplemental Health Insurance: Medigap
If you’re a senior, the future may present more of a concern than it once did—you...
Article
Bypassing Probate
You may have heard about the horrors of probate, but in truth, probate has gotten an ...
Article
Claiming Life Insurance Benefits
Life insurance benefits are not paid automatically, so if you are the beneficiary of ...
Article
Facing the Possibility of Incapacity
Incapacity means that you are either mentally or physically unable to take care of yo...
Article
Gifting under the Tax Cuts and Jobs Act
Planning to give away some of your money or other assets? The rules have changed—an...
Article
Insurance Needs in Retirement
After you retire, you’ll probably focus more on your health than ever before.
Article
Remarriage: Avoid Repeating the Marital Money Mistakes
Falling in love and getting married is a wonderful experience.
Article
Social Security Retirement Benefits
Social Security was originally intended to provide older Americans with continuing in...
Featured Tool for Late Career
Retirement Paycheck Calculator

By entering a few data points, such as filing status, income, deductions, and credits, and this tool will estimate your total taxes.

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Ways to Plan for Late Career
Late Career
Article
Making the Most of Your Group Health Benefits
For millions of Americans, group health insurance offers affordable quality health care. To get the most from this valuable benefit, you need to understand what ... Continue reading
Late Career
Article
Future Webinar! The 25 Documents Everyone Needs to Have
There are essential documents everyone must have to protect themselves and their families in case of unforeseen events. Continue reading
Late 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
Late 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
Late 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 Late Career
Late Career
Article
Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other facto... Continue reading
Late Career
Article
Tapping the Equity in Your Home
Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens aga... Continue reading
Late Career
Article
Refinancing Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one. Continue reading
Late 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
Late Career
Article
2020 IRS Retirement Plan Contribution Limits
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2019. Some of the retirement p... Continue reading
Ways to Invest for Late Career
Late Career
video
July 2020 Market Update
While there is no doubt the rapidly changing economic environment is bringing all investors short-term storms to weather, CAPTRUST Chief Investment Officer Kevin... Continue reading
Late Career
Article
Understanding Investment Terms and Concepts
When it comes to your money, the only dumb question is the one you don't ask. It’s wise to educate yourself so you are prepared to evaluate any financial advic... Continue reading
Late Career
video
April 2020 Market Update
While there is no doubt the rapidly changing economic environment is bringing all investors short-term storms to weather, CAPTRUST Chief Investment Officer Kevin... Continue reading
Late Career
video
Coping with Market Volatility
Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott ... Continue reading
Late Career
Article
Staying the Course for Retirement
Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be... Continue reading
Ways to Retire for Late Career
Late Career
Article
Try It On for Size
Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—... Continue reading
Late Career
Article
Your Home as a Source of Dollars in Retirement
If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid do... Continue reading
Late 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
Late Career
Article
Figuring Out Your Income Needs in Retirement
CAPTRUST Financial Advisor Mike Gray says that figuring out your income needs in retirement is really all about your expenses—understanding how much you spend ... Continue reading
Late Career
Article
Just Say No to Retirement
For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then cam... Continue reading
Featured Video for Late Career
Video
Healthcare Costs in Retirement
Hear from CAPTRUST’s Sam Kirby on factors to consider and big areas to focus on whe...
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.
Early Career
Early Career
It's never too early to start saving and investing. Our motto is now, rather than later.
Middle Career
Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
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's important that you regularly check your progress and plan.