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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
Investment and Retirement Plan Advice Made Easy
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Late Career
video
LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Late Career
video
Webinar Recording: 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 recording explains how to get informa... Continue reading
Late Career
Article
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2022. Continue reading
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
Ways to Save for Late Career
Late Career
video
Investment and Retirement Plan Advice Made Easy
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Late Career
Article
Estimating Your Retirement Income Needs
ou know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to f... Continue reading
Late Career
Article
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2022. Continue reading
Late Career
Article
Tax Planning for Annuities
Of course, any information pertaining to taxes is complex, full of exceptions, and subject to change. This discussion deals with the general rules for taxation o... Continue reading
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
Ways to Invest for Late Career
Late Career
video
Investment and Retirement Plan Advice Made Easy
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Late Career
Article
Understanding IRAs
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. Continue reading
Late Career
video
October 2021 Market Update
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several are... Continue reading
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
Ways to Retire for Late Career
Late Career
video
Investment and Retirement Plan Advice Made Easy
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
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
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.