What is an interest rate and how is it calculated? In this CAPTRUST video, learn the basics of interest rates, including what they are, how they are calculated, and how they impact your finances.
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 bucket list vacation? With every major expense comes major planning. In this webinar recording, we examine and suggest savings strategies for the milestones in your life.
In this article, we discuss how to encourage your spouse to take part in financial decisions.
Almost 60 years ago, Columbia Pictures released Dr. Strangelove or: How I Learned to Stop Worrying and Love the Bomb, a dark comedy satirizing the Cold War détente between the U.S. and the Soviet Union.
In the 1980s, a popular children’s book series called Choose Your Own Adventure allowed young readers to become a character in the story and make decisions at specific plot points to determine how the adventure would unfold. Sometimes, the reader’s decisions created a best-case scenario, one in which they saved the day or solved the case. Other sets of decisions led to less rosy outcomes, such as falling from a cliff or being captured by an enemy.
Are you in the market for a new car? Finding the perfect make and model is only half the battle. The weightier decision is whether you choose to lease or purchase the vehicle. In this Lessons in Financial Experiences (LIFE) episode, we look at the pros and cons of each option so that you can determine what best fits your current financial situation and overall goals.
The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide which is right for you based on your financial wellness plan and savings strategy.
