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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
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
Top Posts for Middle Career
Article
Ask the Experts: Digital Assets
In this article, we discuss digital assets, and what role they play in estate plannin...
Article
Prioritizing Retirement Savings
You know how important it is to plan for your retirement, but where do you begin? One...
Article
Ask the Experts: How To Encourage Your Spouse To Be More Engaged in Your Finances
In this article, we discuss how to encourage your spouse to take part in financial de...
Featured Tool for Middle Career

Roth 401(k) vs. Traditional 401(k) Calculator

This calculator will show Roth 401(k) contributions based on keeping your paycheck deductions and take-home pay the same as if contributing to a Traditional 401(k) along with a comparison showing Roth 401(k) contributions based on increasing your paycheck deductions for current taxes, and thereby reducing your take-home pay.

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Middle Career
Middle Career
Article
Upcoming Webinar! New Year, New Financial Goals
The beginning of the year is an ideal time to refresh your budget and your financial goals. Did you get a raise or a promotion? Have you checked your beneficiari... Continue reading
Middle Career
Article
Upcoming Webinar! ASK CAPTRUST: 2024 Changes That Could Affe...
In our short-form webinar series, ASK CAPTRUST, we tackle big topics in small amounts of time. This quarter, join the CAPTRUST team to learn about SECURE 2.0 ret... Continue reading
Middle Career
video
LIFE | Emergency Key Contacts
Emergencies can be scary and stressful. But having a plan in place—with key contacts to rely on—can make a big difference. In this Lessons in Financial Exper... Continue reading
Middle Career
Article
Trusts and Wills (Webinar Recording)
Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Listen to a panel of experts as they ... Continue reading
Middle Career
Article
IRS Announces 2024 Pension Plan Limitations
The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few h... Continue reading
Middle Career
Article
October 2023 Market Update
In this edition of our quarterly Market Update video, Chief Investment Officer Mike Vogelzang discusses three long-term trends that are already shaping investmen... Continue reading
Middle Career
Article
3 Tips for Repaying Student Loans
With student loan payments restarting and prices for household goods now higher than ever, many people are wondering how they’ll fit these payments in. In this... Continue reading
Middle Career
Article
A Look at ABLE Accounts
Early on, when Denise Gehringer talked with friends about plans for her son, Jacob, who has Down syndrome, she often heard the same refrain. Continue reading
Featured Video for Middle Career
Video
Protecting Your Retirement Accounts from Cybercrime
You’ve been saving for retirement for years, but those retirement accounts can be s...
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.