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Disability Insurance Calculator

What if you became disabled? How would you meet your living expenses while you are recovering? Whether you already have disability insurance or not, use this calculator to determine how much insurance you actually need.

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Budget to Save More

Many people assume following a budget will make them feel unnecessarily restricted, but a thoughtful budget can be empowering. That’s because budgeting creates... Continue reading

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Upcoming Webinar! Ask CAPTRUST Webinar: Managing and Reducin...

Financial stress is unavoidable. But it shouldn’t stop you from reaching your financial goals. As part of our short-form webinar series, ASK CAPTRUST, this pan... Continue reading

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Ask the Experts: How Can I Prepare My Children to Inherit My...

Question: I run a family business that my children will inherit. How can I make sure they are financially prepared for this transition? Continue reading

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What Are Your Plans for Your Second Home?

Mitzi and Steve Deal of Charlotte, North Carolina, like to think of their mountain house as a gift to their family—one that will keep giving for generations. Continue reading

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Types of Insurance

Insurance is one way to manage financial risk. Most people understand the basics of insurance through their experiences with auto, health, or home insurance. But... Continue reading

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New Year, New Financial Goals (Webinar Recording)

The beginning of the year is an ideal time to refresh your budget and your financial goals. Did you get a raise or a promotion? Have you checked your beneficiari... Continue reading

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Trusts and Wills (Webinar Recording)

Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Listen to a panel of experts as they ... Continue reading

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IRS Announces 2024 Pension Plan Limitations

The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few h... Continue reading

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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.