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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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Investment and Retirement Plan Advice Made Easy

Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why you... Continue reading

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Estimating Your Retirement Income Needs

ou 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 f... Continue reading

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IRS Announces 2022 Pension Plan Limitations

The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2022. Continue reading

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Tax Planning for Annuities

Of course, any information pertaining to taxes is complex, full of exceptions, and subject to change. This discussion deals with the general rules for taxation o... Continue reading

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Understand HSAs

If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical cos... Continue reading

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Conventional Wisdom

Each spring, a rite of passage occurs in stadiums, auditoriums, and Zoom calls across the nation: The latest graduates cross the stage to begin a new phase of fi... Continue reading

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Emergency Savings

While we all know the importance of having savings in case of an emergency, many of us struggle with how to get started. Join CAPTRUST’s Drew Battle for some p... Continue reading

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True or False: You Are a Retirement Savings Plan Expert

Gauge your knowledge and find out how much you really know about your employer-sponsored retirement savings plan. Continue reading

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Tips for Financial Independence

CAPTRUST’s Kathleen Whitmore addresses how investors can plan for retirement using ...

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

It's never too early to start saving and investing. Our motto is now, rather than later.

Middle Career

At this point in your career, it's about balancing life expenses and growing your investments.

Late Career

On target to retire comfortably? It's time to explore the important transition to retirement.

Plan

Planning should not be one size fits all. Get the help you need for your situation.

Invest

CAPTRUST is here to give you advice so that you are a confident decision maker.

Retire

As you near retirement it's important that you regularly check your progress and plan.

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

Savings Plan Calculator