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Retire

Retirement is not the end of the road, it is the beginning of the open highway. - Author Unknown

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Retire
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Prioritizing Retirement Savings
You 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 ... Continue reading
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Investment and Retirement Plan Advice Made Easy
As an advisor to your employer’s retirement plan, CAPTRUST is able to offer you a n...
Article
Future Webinar! Retirement Readiness
This webinar is a comprehensive discussion around planning for retirement. We will di...
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Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way...
Article
Social Security Retirement Benefit Basics
Social Security was originally intended to provide older Americans with continuing in...
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Total Retirement Planner

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

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Retire
Article
Secure Your Retirement Savings: The Three-Bucket Strategy
Early in your career, when retirement is decades away, many individuals choose to invest as aggressively as possible. However, as retirement draws closer, your s... Continue reading
Article
Webinar Recording: Retirement Readiness
This webinar recording is a comprehensive discussion around planning for retirement. We discuss Social Security benefits, healthcare planning with Medicare, crea... Continue reading
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LIFE | Market Declines in Retirement
What happens if you successfully saved for retirement, but when the time comes to spend that money, it is also paired with a market downturn? Timing is everythin... Continue reading
Article
Making 80 the New 60
When Dana Gibson was feted at her 80th birthday party, several people attested to how she operates more like a 60-year-old than an 80-year-old. She travels exten... Continue reading
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Couples Negotiate Money in Retirement
For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget. Continue reading
Article
Social Security Retirement Benefit Basics
Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been w... Continue reading
Article
Retirement Plan Considerations at Different Stages of Life
Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated a... Continue reading
Article
Understanding Social Security
Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. 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.
Early Career
Early Career
It's never too early to start saving and investing. Our motto is now, rather than later.
Middle Career
Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
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.