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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

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 ...

Buying Supplemental Health Insurance: Medigap

If you’re a senior, the future may present more of a concern than it once did—you...

Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time come...

Establishing a Financial Safety Net

In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Havin...

Financial Resolutions

Achieving financial resolutions doesn’t have to be time consuming. With just 30 min...

Planning for Open Enrollment Season at Work

A 2016 Aflac Workforces Study found that 93% of employees choose the same benefits ye...

Safeguard Your Assets as You Age

“After mom died, Dad quickly started dating someone new. He seemed so happy but I c...

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.

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.

It’s never too early to start saving and investing. Our motto is now, rather than later.

On target to retire comfortably? It’s time to explore the important transition to retirement.

Planning should not be one size fits all. Get the help you need for your situation.

Work with CAPTRUST to create small steps to move your closer to your savings goals.

CAPTRUST is here to give you advice so that you are a confident decision maker.

As you near retirement it is important that you are regularly checking your progress and plan.