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Join CAPTRUST to discuss preparing for retirement and making healthcare decisions.

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 productivity habits. We have good habits, and we have bad habits.

In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.

Delve into this quick read to pick up six basic principles that may help you invest more successfully—from considering different asset allocations to making sense of time horizons and understanding long-term compounding.

You may know you want to retire, but when? If you want to send your child to college, does that mean an Ivy League school or the community college down the street? Get help on the first steps of setting clear-cut goals to support your biggest financial priorities.

Not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process is a mistake for any saver. Read on to find out how knowledge about your investments creates financial independence.

Confused by what stocks are and they fit into your investment portfolio? You’re not alone!

As a result of the devastating effects of the coronavirus on American citizens, Congressional lawmakers have responded by creating the Coronavirus Stimulus Package to offer some financial relief on strained budgets.

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