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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
Plan
Article
Fighting Recency Bias
If movie review website Rotten Tomatoes’s readers are to be believed, the last decade was a golden age for moviemaking. In fact, 59 of the films in the website... Continue reading
Top Posts for Middle Career
Article
Long-Term Investors: Think like a Butterfly
Some investment objectives exist far over the horizon. Planning and investing for ext...
Article
Prioritizing Retirement Savings
You know how important it is to plan for your retirement, but where do you begin? One...
Article
Future Webinar! Ask CAPTRUST: Midyear Checkup
Did you start the year with a list of financial resolutions? Saving more and spending...
Article
Future Webinar! Retirement Readiness
This webinar is a comprehensive discussion around planning for retirement. We will di...
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
Secure Your Retirement Savings: The Three-Bucket Strategy
Early in your career, when retirement is decades away, many individuals choose to invest as aggressively as possible. However, as retirement draws closer, your s... Continue reading
Middle Career
Article
Webinar Recording: Retirement Readiness
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, crea... Continue reading
Middle Career
video
LIFE | Market Declines in Retirement
What happens if you successfully saved for retirement, but when the time comes to spend that money, it is also paired with a market downturn? Timing is everythin... Continue reading
Middle Career
video
Webinar Recording: Ask CAPTRUST: Midyear Checkup
Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to chec... Continue reading
Middle Career
Article
Eight Smart Ways To Protect Your Retirement Savings
Making smart money decisions before and during retirement can help protect your nest egg for years to come. Continue reading
Middle Career
Article
July 2022 Market Update
Midway through 2022, investors and consumers are frustrated with rising inflation. After three remarkable years of outsized returns for investors, 2022 has also ... Continue reading
Middle Career
Article
Ask the Experts: Trusted Contact
In this article, we look at the benefits of naming a trusted contact for your investment accounts. Continue reading
Middle Career
Article
Ask the Experts: Stagflation
In this article, we look at the prospect of stagflation in the U.S. 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.