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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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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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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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Refinancing Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one. Continue reading
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Putting Money Habits to Good Use
The habits that we’ve formed over our lifetimes help define us. We have physical habits, mental habits, habits of character, personal hygiene habits, and produ... Continue reading
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Good Debt vs. Bad Debt
Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking wi... Continue reading
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Understanding and Managing Debt
The economy is good, and Americans are on a spending spree. American household debt hit a record $13.95 trillion in 2019[1]. The majority of U.S. households—ab... Continue reading
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The Best Ways to Save for College
Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared to a taxable inves... 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
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.