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Middle Career

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

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Debt Consolidation
If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to impro... Continue reading
Top Posts for Middle Career
Article
Borrowing from Your 401(k) Plan
If you have a 401(k) plan at work and need some cash, you might be tempted to borrow ...
Article
Buying Supplemental Health Insurance: Medigap
If you’re a senior, the future may present more of a concern than it once did—you...
Article
Caring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time come...
Article
Establishing a Financial Safety Net
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Havin...
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Financial Resolutions
Achieving financial resolutions doesn’t have to be time consuming. With just 30 min...
video
Planning for Open Enrollment Season at Work
A 2016 Aflac Workforces Study found that 93% of employees choose the same benefits ye...
Article
Safeguard Your Assets as You Age
“After mom died, Dad quickly started dating someone new. He seemed so happy but I c...
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Teaching Your College-Age Child about Money
When your child first started school, you doled out the change for milk and a snack o...
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.

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Featured Video for Middle Career
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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.