Featured Post for Plan
An Introduction to Estate Planning
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive and to conserve and control their distributi... Continue reading
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Upcoming Webinar! The 25 Documents Everyone Needs to Have
There are essential documents everyone must have to protect themselves and their fami...
When developing your estate plan, you can do well by doing good. Leaving money to cha...
Life Insurance and Estate Planning
To illustrate how life insurance can help you plan your estate wisely, let’s compar...
Safeguard Your Assets as You Age
“After mom died, Dad quickly started dating someone new. He seemed so happy but I c...
Working with a Financial Advisor
The world of 50 years ago was a lot different than it is today. An individual often w...
The Roth Feature
Imagine having the flexibility to enhance your retirement savings with an additional ...
Featured Tool for Plan
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.Use This Tool
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when y... Continue reading
Post-Election Market Update
With November 3 behind us, CAPTRUST Chief Investment Officer Kevin Barry outlines the issues that have been resolved over the last month and the questions that r... Continue reading
Webinar Recording: The 25 Documents Everyone Needs to Have
There are essential documents everyone must have to protect themselves and their families in case of unforeseen events. This webinar recording provides an overvi... Continue reading
Ask the Experts: Taxes and Relocation
Q: I want to go live in a warmer state. What do I need to think about from a tax perspective? Continue reading
Ask the Experts: Insuring Valuables
Q: I have inherited jewelry and collectibles from family members over the years. Are they covered under my homeowner’s policy? Continue reading
The Healthcare Puzzle
The American healthcare system is, in a word, complicated. It also can be extremely expensive. And that’s before we even reach retirement age. Continue reading
Is Age Just a Number?
Age is just a number, the saying goes. But that’s not really true. Age is at least two numbers—your chronological age and your biological age. Chronological ... Continue reading
Lending a Hand
Your adult child plans to borrow $400,000 to buy a home. You want to help. You could provide that sum in the form of a gift, but that would trigger federal gift-... Continue reading
Featured Video for Plan
Talking about eldercare with your parents is important, and waiting too long to ask a...
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.