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.​​​​​

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.

Knowing how much emergency savings you need to have does not need to be a mystery. Take the next two minutes to find out how much you should be keeping in your cash reserve and how that number could change with your employment status and age.

We’re here to provide advice and answer your questions. CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years. Our team of experienced financial advisors can discuss how much you need to save for your retirement, how to invest your money, and how to access your...

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Get the answers you need when you need them. Our number one mission is to connect our valued participants, with timely, relevant, and actionable content to help you make smarter financial decisions and ultimately retire with confidence. We make the complex simple, so we’ve segmented our content by need and life stage. Start by clicking...

IMPORTANT NOTICE In connection with the effects of COVID-19, the SEC, pursuant to SEC Release 5463, has provided for relief for certain filing deadlines.  Accordingly, CapFinancial Partners, LLC (CAPTRUST) has requested an extension to 4/10/2020 with respect to the filing of our annual updating amendment to the Form ADV. Clients can expect to receive our annual...