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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
How To Stop Worrying
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to Stop Worrying and Love the Bomb, a dark comedy satirizing the Cold War déte... Continue reading
Top Posts for Middle Career
Article
Ask the Experts: Digital Assets
In this article, we discuss digital assets, and what role they play in estate plannin...
Article
Prioritizing Retirement Savings
You know how important it is to plan for your retirement, but where do you begin? One...
Article
Ask the Experts: How To Encourage Your Spouse To Be More Engaged in Your Finances
In this article, we discuss how to encourage your spouse to take part in financial de...
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
Appreciation and Depreciation
As you purchase assets, like a house or a car, it’s important to understand how the value of those assets may change over time. In this video, Senior Retiremen... Continue reading
Middle Career
Article
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this article explains the most likely result from Congress and what investors should know to prepare. Continue reading
Middle Career
video
Webinar Recording: Investment Options to Fund Your Retiremen...
It is important to understand how to invest if you want to achieve your retirement goals. In this webinar recording we explore the types of investments that are ... Continue reading
Middle Career
Article
LIFE | Investing in Yourself
Caring for and improving yourself are two investments that always generate a positive return. In this short Lessons in Financial Experiences (LIFE) video, learn ... Continue reading
Middle Career
Article
Tu Retirement Blueprint®
Si etas viendo este video, tu empleador te está ofreciendo la oportunidad de recibir asesoría financiera que es imparcial por parte de CAPTRUST. Retirement Blu... Continue reading
Middle Career
Article
El Valor De Asesoramiento Financiero
Imagínate lo que podrías hacer con asesoría financiera adecuada. Conversar con alguien sobre tus financias no es fácil. En este video comunicamos como hab... Continue reading
Middle Career
video
April 2023 Market Update
Despite dramatic headlines this quarter, markets have delivered modest results. These returns could suggest normal and steady conditions. But, like a game of tug... Continue reading
Middle Career
Article
Understanding Interest Rates
What is an interest rate and how is it calculated? In this CAPTRUST video, learn the basics of interest rates, including what they are, how they are calculated, ... 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.