Q: We have built quite a bit of equity in our house over the past couple of years. Is it a good idea to use a home equity loan to tap into some of that money?

Estate planning has just got a major update.

Medicare and Social Security are two key pillars of retirement planning — but navigating them can be complex.

Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.

Your workplace benefits are more than just perks — they're powerful tools to help you save smarter and reach your financial goals faster.

In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.

Your financial identity is one of your most valuable assets—and it’s worth protecting. This video explores practical steps to help you safeguard your accounts, spot scams, and respond quickly if fraud occurs. With a few smart habits, you can keep your money and personal information secure.

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: the gift tax, which applies to transfers made during an individual’s lifetime, and the estate tax, which applies to the decedent’s estate at death. This system is designed to tax the transfer of wealth, with specific exemptions and deductions available to reduce tax liability.