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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
Invest
Article
Understanding Risk
Read on to learn more about the relationship between risk and reward, how to understand your own tolerance for risk, ways to reduce risk through diversification,... Continue reading
Top Posts for Middle Career
Article
Ask the Experts: Bitcoin
In this article, we confront the debate surrounding the digital phenomenon known as B...
Article
A Spouse’s Guide to Loss
For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what...
video
Are You an Investor or a Speculator?
As the cost of trading stocks has dropped to zero, more individuals are feeling empow...
video
Webinar Recording: Investment Mistakes and How to Avoid Them
Are you uncomfortable making investment decisions? Are you worried you might make a m...
video
LIFE | Bull Market vs. Bear Market
Ever hear the phrases bull market or bear market, and you aren’t sure exactly what ...
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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Middle Career
video
Investment and Retirement Plan Advice Made Easy
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Middle Career
video
LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading
Middle Career
video
Webinar Recording: Managing Credit and Fraud Prevention
Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar recording explains how to get informa... Continue reading
Middle Career
Article
Estimating Your Retirement Income Needs
ou know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to f... Continue reading
Middle Career
Article
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2022. Continue reading
Middle Career
Article
Tax Planning for Annuities
Of course, any information pertaining to taxes is complex, full of exceptions, and subject to change. This discussion deals with the general rules for taxation o... Continue reading
Middle Career
Article
Understanding IRAs
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. Continue reading
Middle Career
video
October 2021 Market Update
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several are... Continue reading
Featured Video for Middle Career
Video
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.