Resources

Select from a variety of resources to help you plan, save, invest, and retire well.

Equifax Data Security Breach: What You Should Do Now

9.14.17

You may have seen or heard in the news this week that one of the big three credit bureaus, Equifax, had its data security breached. Equifax reported the data at risk includes the Social Security numbers, birth dates, and addresses of more than 143 million Americans. Equifax also said the breach involved some driver’s license numbers, credit card numbers.

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Far from Finished: Planning Successful Transitions

7.18.17

Nancy Schlossberg had spent a career studying adult transitions—life changes ranging from relocation to divorce to job loss—when she undertook some major transitions of her own. She retired from her post as professor of counseling psychology at the University of Maryland and, with her husband, moved to Sarasota, Florida. She had a vague idea that she would find new, non-teaching work there. “I thought it would be a piece of cake,” Schlossberg recalls. “I expected the world would want me to come work for them, and it didn’t happen. I was in a state of shock.”

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When Her Rise Means More Bread

7.10.17

The 1960s television show Leave It to Beaver featured the Cleavers, a traditional family, with dad going to work each day and mom staying home with the children. Hijinks ensued each episode with the youngest son, Theodore “Beaver” Cleaver, always getting in a sticky situation. As with most television shows, it reflected the times in which it was made. Simply put, men earned a living and women raised children.

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Choosing a Beneficiary for Your IRA or 401(k)

7.03.17

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn’t be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you to make an incorrect choice.

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Managing Your Life Insurance Portfolio

5.02.17

About 87 million U.S. households own some form of life insurance. “However, too few policies are being analyzed to make sure that the insurance matches the policyholder’s needs,” said Mike Molewski, CFP®, principal and financial advisor at CAPTRUST’s Strategic Advisor Group in Bethlehem, Pennsylvania. “When a professional advisor conducts a thorough life insurance review, clients often reap substantial benefits.”

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What You Should Know About Probate, Trusts, and Beneficiary Designations

4.26.17

It pays to plan ahead. Creating an estate plan that avoids probate is an extra gift you can leave your beneficiaries. It can save them time and trouble, reduce costs, and protect everyone’s privacy, says attorney David A. Burns, a board-certified specialist in estate planning and probate law in Raleigh, North Carolina.

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Our live events are available for CAPTRUST participant advice clients by invitation. If you are a plan sponsor and would like to learn more about CAPTRUST’s participant advice services, please contact us for more information.

800.967.9948

If you are attempting to join a live event you are pre-registered for and are experiencing technical difficulties, please contact ReadyTalk Customer Care for assistance.

support@readytalk.com
800.843.9166

If you are pre-registered for an event and need to retrieve your access code, first check your email for a confirmation or reminder message sent from CAPTRUST.

No luck? If you have a title of the event you are registered to attend, you can call Ready Talk Customer Care:

800.843.9166

If you do not have the event’s title, please call CAPTRUST’s Advice Desk for further assistance:

800.967.9948

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