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

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Establishing a Financial Safety Net
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a ... Continue reading
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Eight Small Habits to Help You Save Big
Financial experts have discovered several easy ways to cut costs to save more.
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How to Build Savings for the Retirement You Want
When you think about retirement, will you have enough saved to maintain your current ...
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Saving and Investing at Every Age
Accumulating a substantial nest egg for your retirement years may seem overwhelming, ...
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Saving for Retirement and a Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child ...
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Turbocharge Your Retirement Savings
“The key to building wealth is simple in theory but difficult to do: Spend less tha...
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What Retirement Vehicles Should I Consider When Building a Nest Egg?
A dramatic change has taken place in the way retirement is funded in America. Until r...
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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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Don’t Let Your Retirement Savings Goal Get You Down
While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when y... Continue reading
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Webinar Recording | Budgeting: Where Does My Money Go?
Are you starting out the year with a goal of getting your finances under control? In this webinar recording, we discuss the ways a budget can help alleviate stre... Continue reading
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2021 IRS Retirement Plan Contribution Limits
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2021. Continue reading
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Could a Health Savings Account Help Strengthen Your Retireme...
Health expenses are rising faster than inflation, and even insured workers are finding it harder to pay their portion from year to year (premiums, copays, coinsu... Continue reading
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The Best Ways to Save 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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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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Tax Benefits of Home Ownership
In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other facto... Continue reading
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Tapping the Equity in Your Home
Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens aga... Continue reading
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Tips for Financial Independence
CAPTRUST’s Kathleen Whitmore addresses how investors can plan for retirement using ...
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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.
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Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
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Late Career
On target to retire comfortably? It's time to explore the important transition to retirement.
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Plan
Planning should not be one size fits all. Get the help you need for your situation.
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CAPTRUST is here to give you advice so that you are a confident decision maker.
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Retire
As you near retirement it's important that you regularly check your progress and plan.