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Late Career

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

Featured Post for Late Career
Plan
Article
Navigating Skilled Care
At some point, many of us will need to take on responsibility for an aging loved one. And when that time comes, there is an enormous amount of pressure to consid... Continue reading
Top Posts for Late Career
Article
Social Security Retirement Benefits
Social Security was originally intended to provide older Americans with continuing in...
Article
A Spouse’s Guide to Loss
For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what...
Article
Boring Is Underrated
Over the past year, we have endured a period of massive uncertainty driven by a globa...
Article
Highspeed Healthcare
We are on the cusp of an extraordinary transition in medicine made possible by high-s...
Article
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
video
Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical cos... Continue reading
Late Career
Article
Buying Supplemental Health Insurance: Medigap
Medicare won’t cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered b... Continue reading
Late Career
Article
Navigating Skilled Care
At some point, many of us will need to take on responsibility for an aging loved one. And when that time comes, there is an enormous amount of pressure to consid... Continue reading
Late Career
Article
A Spouse’s Guide to Loss
For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what they call a financial fire drill. Chelsea, who is usually in charge of fami... Continue reading
Late Career
Article
Highspeed Healthcare
We are on the cusp of an extraordinary transition in medicine made possible by high-speed Internet, artificial intelligence (AI), and wearables. Medical experts ... Continue reading
Ways to Save for Late Career
Late Career
video
Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical cos... Continue reading
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
Ways to Invest for Late Career
Late Career
video
July 2021 Market Update
The economy is roaring back to life and we are entering a new phase of growth, much like we did 100 years ago during the Roaring Twenties. But there are still a ... Continue reading
Late Career
Article
Understanding Risk
Read on to learn more about the relationship between risk and reward, how to understand your own tolerance for risk, ways to reduce risk through diversification,... Continue reading
Late Career
video
Webinar Recording: 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
Boring Is Underrated
Over the past year, we have endured a period of massive uncertainty driven by a global healthcare crisis and its economic impacts, compounded by racially charged... Continue reading
Late Career
video
April 2021 Market Update
The focus for 2021 has been three important shots into the arm of the U.S. economy: the vaccine, the recently passed stimulus bill, and consumer savings. This ed... Continue reading
Ways to Retire for Late Career
Late Career
video
Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical cos... Continue reading
Late Career
Article
Social Security Retirement Benefit Basics
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’v... Continue reading
Late Career
video
Understanding Medicare
Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare y... Continue reading
Late Career
video
LIFE | Retirement Plan
Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare y... Continue reading
Late Career
video
Webinar Recording: Retirement Income
Whether you’re in your 20s, 50s, or somewhere in between, it’s never too early to start thinking about how to create income when you leave the workforce. In ... 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.