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Middle Career

At this point in your career, it’s about balancing life expenses and growing your investments.

Featured Post for Middle Career
Invest
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
Top Posts for Middle Career
Article
Ask the Experts: Bitcoin
In this article, we confront the debate surrounding the digital phenomenon known as B...
Article
A Spouse’s Guide to Loss
For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what...
video
Are You an Investor or a Speculator?
As the cost of trading stocks has dropped to zero, more individuals are feeling empow...
video
Webinar Recording: Investment Mistakes and How to Avoid Them
Are you uncomfortable making investment decisions? Are you worried you might make a m...
video
LIFE | Bull Market vs. Bear Market
Ever hear the phrases bull market or bear market, and you aren’t sure exactly what ...
Featured Tool for Middle Career
Life Insurance Calculator

Whether you already have life insurance or not, use this calculator to determine how much life insurance you actually need.

Use This Tool
Middle 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
Middle 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
Middle 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
Middle 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
Middle 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
Middle 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
Middle Career
Article
Ask the Experts: Bitcoin
In this article, we confront the debate surrounding the digital phenomenon known as Bitcoin—what it is, what it isn’t, and what U.S. Treasury Secretary Janet... Continue reading
Middle 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
Featured Video for Middle Career
Video
Retirement Peeking over Your Horizon?
If you are fewer than 10 years from retiring, this webinar will help you learn how to...
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.
Late Career
Late Career
On target to retire comfortably? It’s time to explore the important transition to retirement.
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 is important that you are regularly checking your progress and plan.