Tips for Financial Independence
CAPTRUST’s Kathleen Whitmore addresses how investors can plan for retirement using resources available to them today such as personal savings, employer-based investment accounts, and social security. And how they all work together to help future retirees be more in control of their future.
Have Questions? Need Help? Call the CAPTRUST Advice Desk at 800.967.9948, or schedule an appointment with a retirement counselor on this website today.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.