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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! 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
Financial Tips for New Parents
The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wil... Continue reading
Middle Career
Article
Webinar Recording: Ask CAPTRUST: Ways to Save
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide... Continue reading
Middle Career
video
January 2023 Market Update
A year ago, markets were coming off one of the best performances in history. Yet 2022 proved unsettling for investors as the market endured several turbulent eve... Continue reading
Middle Career
Article
SECURE 2.0 Wealth Brief
On December 29, 2022, as a part of the government’s year-end spending bill, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). Here is a ... Continue reading
Middle Career
video
Your Retirement Blueprint®
If you're watching this video, your company has given you the opportunity to receive conflict-free investment advice from CAPTRUST. A personalized Retirement Blu... Continue reading
Middle Career
Article
Future Webinar! Trusts and Wills
Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Join a panel of experts as they discu... Continue reading
Middle Career
Article
Future Webinar! Ask CAPTRUST: What’s Coming Out of Your Pa...
Do you know what is coming out of your paycheck, and why? Join us as we discuss the typical paycheck deductions, where your earnings are going, and how much cont... Continue reading
Middle Career
Article
Future Webinar! Investment Options to Fund Your Retirement
It is important to understand how to invest if you want to achieve your retirement goals. Listen in on this panel discussion as we explore the types of investmen... 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.