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There are essential documents everyone must have to protect themselves and their families in case of unforeseen events.

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.

Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—more than 9,000 days to wake up, greet the dawn, and then . . . What?

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.

Do you have questions about the CARES Act? Here are some frequently asked questions and answers to help you navigate this new legislation.

Falling in love and getting married is a wonderful experience.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

While there is no doubt the rapidly changing economic environment is bringing all investors short-term storms to weather, CAPTRUST Chief Investment Officer Kevin Barry explains a normal state of economy is on the horizon. Listen in as he explains his perspective on what retirement plan participants can expect in terms of public health and economic forecasts for the next few months.

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