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The art is not in making money but in keeping it. - proverb

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Estimating Your Retirement Income Needs
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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IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pe...
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Tax Planning for Annuities
Of course, any information pertaining to taxes is complex, full of exceptions, and su...
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Understand HSAs
If you’re in a high deductible health plan, a health savings account (HSA) is a way...
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Conventional Wisdom
Each spring, a rite of passage occurs in stadiums, auditoriums, and Zoom calls across...
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Savings Plan Calculator

Planning a sabbatical? Saving for a down payment on a house? What will it take to reach your financial goal? This calculator helps you find out. Enter in your savings plan and view your financial results.

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Future Webinar! Saving for Major Purchases
Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that... Continue reading
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Future Webinar! Ask CAPTRUST: Ways to Save
In our short-form webinar series, ASK CAPTRUST, we examine the several types of contributions such as pre-tax versus after-tax contributions, Roth contributions,... Continue reading
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Basics of 529 Education Savings
Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for... Continue reading
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IRS Announces 2023 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2023. Continue reading
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The ABCs of 529 Plans
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-1... Continue reading
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What Retirement Vehicles Should I Consider When Building a N...
A dramatic change has taken place in the way retirement is funded in America. Until recently, many workers relied on corporate pensions for a significant percent... Continue reading
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Saving for College
There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But the... Continue reading
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Teaching Your Child about Money
Ask your five-year old where money comes from, and the answer you’ll probably get is “From a machine!” Even though children don’t always understand where... 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.
Invest
Invest
CAPTRUST is here to give you advice so that you are a confident decision maker.
Retire
Retire
As you near retirement it's important that you regularly check your progress and plan.