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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Future Webinar! Retirement Income

If you are within 10 years of your planned retirement, you need to start thinking about how you will be creating your paycheck when you leave the workforce. In t... Continue reading

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Ask the Experts: Market Volatility and Retirement

Q: I am planning to retire next year. What should I be doing to prepare given uncertainties in the markets and economy? Continue reading

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The Retirement Income Puzzle

Figuring out how to replace income in retirement doesn’t have to be a puzzle. Find out how CAPTRUST can help you put together the small pieces that make up the... Continue reading

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Have You Checked Your Retirement Plan Lately?

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year, and when major life changes occur. If you haven�... Continue reading

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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

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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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Medicare

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disab... Continue reading

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Webinar Recording: Saving for Health Care

Listen in as CAPTRUST discusses preparing for retirement and making healthcare decisions. 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.