While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when you are gone. Watch to learn about the types of assets that should have named beneficiaries, as well as how often you should review your designations.

With November 3 behind us, CAPTRUST’s chief investment officer outlines the issues that have been resolved over the last month and the questions that remain. From outstanding election results to COVID-19 cases and vaccines, he shares the key items that you should be paying attention to as we move into 2021.

There are essential documents everyone must have to protect themselves and their families in case of unforeseen events. This webinar recording provides an overview of those documents.

Q: I am planning to retire next year. What should I be doing to prepare given uncertainties in the markets and economy?

Q: I want to go live in a warmer state. What do I need to think about from a tax perspective?

Q: I have inherited jewelry and collectibles from family members over the years. Are they covered under my homeowner’s policy?

The American healthcare system is, in a word, complicated. It also can be extremely expensive. And that’s before we even reach retirement age.

Age is just a number, the saying goes. But that’s not really true. Age is at least two numbers—your chronological age and your biological age. Chronological age is the one you count with birthday candles. Biological age is trickier to pin down. But think of it this way: We are all on a journey toward frail, worn-down, illness-prone bodies, but some of us are getting there more quickly than others. Our biological ages differ, sometimes by a lot.