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Late Career

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

Featured Post for Late Career
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January 2023 Market Update
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent eve... Continue reading
Top Posts for Late Career
Article
The Gray Divorce Boom
During her long marriage, Brenda Frank, 82, says she paid “absolutely no attentionâ...
Article
How To Stop Worrying
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to ...
Article
Social Security Retirement Benefit Basics
Social Security was originally intended to provide older Americans with continuing in...
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Life by Design
Stanford University’s Bill Burnett, 63, has sketchbooks filled with ideas to draw f...
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
Ask the Experts: How To Encourage Your Spouse To Be More Eng...
In this article, we discuss how to encourage your spouse to take part in financial decisions. Continue reading
Late Career
Article
Ask the Experts: Digital Assets
In this article, we discuss digital assets, and what role they play in estate planning. Continue reading
Late Career
Article
How To Stop Worrying
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to Stop Worrying and Love the Bomb, a dark comedy satirizing the Cold War déte... Continue reading
Ways to Save for Late Career
Late Career
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Webinar Recording: Saving for Major Purchases
Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that... Continue reading
Late Career
Article
Webinar Recording: Ask CAPTRUST: Ways to Save
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide... Continue reading
Late Career
Article
Basics of 529 Education Savings
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... Continue reading
Ways to Invest for Late Career
Late Career
video
Understanding Interest Rates
What is an interest rate and how is it calculated? In this CAPTRUST video, learn the basics of interest rates, including what they are, how they are calculated, ... Continue reading
Late Career
Article
Foretelling an Uncertain Future
In the 1980s, a popular children’s book series called Choose Your Own Adventure allowed young readers to become a character in the story and make decisions at ... Continue reading
Late Career
video
January 2023 Market Update
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent eve... Continue reading
Ways to Retire for Late Career
Late Career
Article
Make It Safe To Age in Place
For Dorothy and Ric Johnson, 68, of Ada, Ohio, there’s no place like their current home. They love the one-story house that they purchased five years ago and w... Continue reading
Late Career
Article
SECURE 2.0 Wealth Brief
On December 29, 2022, as a part of the government’s year-end spending bill, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). Here is a ... Continue reading
Late Career
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Your Retirement Blueprint®
If you're watching this video, your company has given you the opportunity to receive conflict-free investment advice from CAPTRUST. A personalized Retirement Blu... Continue reading
Featured Video for Late Career
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LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report ...
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.