Retire | CAPTRUST Advice

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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Upcoming Webinar! Saving for Healthcare

Join CAPTRUST to discuss preparing for retirement and making healthcare decisions. Continue reading

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Try It On for Size

Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—... Continue reading

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Your Home as a Source of Dollars in Retirement

If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid do... Continue reading

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The 25 Documents Everyone Needs to Have

Do you know what documents you should have on hand to protect you and your family in case of unforeseen events? This webinar recording will provide you with an o... Continue reading

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Figuring Out Your Income Needs in Retirement

CAPTRUST Financial Advisor Mike Gray says that figuring out your income needs in retirement is really all about your expenses—understanding how much you spend ... Continue reading

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Just Say No to Retirement

For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then cam... 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

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Not-So-Traditional Retirement

Here’s what a typical work history used to look like: You got an education and training, took a job, and stuck with it. If you moved up, it was often with the ... Continue reading

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The 25 Documents Everyone Needs to Have

Do you know what documents you should have on hand to protect you and your family in ...

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.