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.

On December 29, 2022, as a part of the government’s year-end spending bill, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). Here is a summary of key provisions of SECURE 2.0 that may impact individual retirement savers.

If you're watching this video, your company has given you the opportunity to receive investment advice from CAPTRUST. A personalized Retirement Blueprint® can be a valuable tool to help you plan for retirement. Find out more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.

Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.

Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.

This edition of Market Thoughts explores the market’s likely reaction to yesterday’s midterm elections.

SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.