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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
Future Webinar! Managing Credit and Fraud Prevention
Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar will explain how to get information a... Continue reading
Late Career
video
Understanding Beneficiaries
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when y... Continue reading
Late Career
video
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin Barry outlines the issues that have been resolved over the last month and the questions that r... Continue reading
Late Career
Article
Webinar Recording: 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. This webinar recording provides an overvi... Continue reading
Late Career
Article
Ask the Experts: Taxes and Relocation
Q: I want to go live in a warmer state. What do I need to think about from a tax perspective? Continue reading
Ways to Save for Late Career
Late Career
video
Emergency Savings
While we all know the importance of having savings in case of an emergency, many of us struggle with how to get started. Join CAPTRUST’s Drew Battle for some p... Continue reading
Late Career
Article
True or False: You Are a Retirement Savings Plan Expert
Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan. Continue reading
Late Career
Article
Webinar Recording | Budgeting: Where Does My Money Go?
Are you starting out the year with a goal of getting your finances under control? In this webinar recording, we discuss the ways a budget can help alleviate stre... Continue reading
Late Career
Article
2021 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 2021. Continue reading
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
Ways to Invest for Late Career
Late Career
video
January 2021 Market Update
2020 was a roller coaster ride, but in the end, it rewarded investors who stuck it out. Listen in as CAPTRUST Chief Investment Officer Kevin Barry reviews the hi... Continue reading
Late Career
Article
Future Webinar! Investment Mistakes and How to Avoid Them
Are you uncomfortable making investment decisions? Are you worried you might make a mistake? Join us for a discussion around how you can avoid some of the most c... Continue reading
Late Career
Article
Say It Ain’t So
The 2015 movie The Big Short chronicles the market and economic forces that led to the financial crisis in 2007. Based on a Michael Lewis book of the same name, ... Continue reading
Late Career
Article
Creative Disruption
The turn of the 20th century was a time of high optimism and enthusiasm for the future. This Age of Hope was fueled by technological innovations such as mass com... Continue reading
Late Career
video
October 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
Ways to Retire for Late Career
Late Career
Article
Future Webinar! Retirement Income
If you are within 10 years of your planned retirement, you need to start thinking about how you will be creating your paycheck when you leave the workforce. In t... Continue reading
Late Career
Article
Ask the Experts: Market Volatility and Retirement
Q: I am planning to retire next year. What should I be doing to prepare given uncertainties in the markets and economy? Continue reading
Late Career
video
The Retirement Income Puzzle
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... Continue reading
Late Career
Article
Have You Checked Your Retirement Plan Lately?
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 havenâ€... Continue reading
Late Career
Article
Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated a... 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.