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High achievers tend to have a hard time making the jump to retirement. Here, learn how to decide when is the right time to stop working.

At CAPTRUST, one of our fundamental portfolio management principles is that we do not predict; we prepare. To help us understand the range of possible futures we need to prepare for, we use four levels of analysis: the range of possibilities, probabilities, market expectations, and sources of uncertainty.

Kristi Schooley says if she ever writes an autobiography, the title will be this: It’s Never Too Late to Correct Course.

Laura Kirkland, a 78-year-old retiree, answered her phone at 11 a.m. one Tuesday in August. The caller, who said his name was Alan Davis, told her he was a fraud specialist with her bank. He said someone had hacked her account and initiated an unauthorized transaction.

This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and planning for long-term care. Participants will also learn how to prioritize their own financial future while fulfilling their caregiving responsibilities.

When you die, you leave behind your estate. Your estate consists of your assets—all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and settle your affairs. This person will take your estate through probate, a court-supervised process that winds up your financial affairs after your death. The proceedings take place in the state where you were living at the time of your death. Owning property in more than one state can result in multiple probate proceedings. This is known as ancillary probate.

“I once had a client tell me his goal was to die with just enough money to pay his very last doctor’s bill,” says CAPTRUST Financial Advisor Mike Gray. Even though the comment was made in jest, the client was serious about not exhausting his money too soon. Gray says this is a common concern.

After an illustrious career in drug development and research, Dr. Robert Ruffolo retired from Wyeth Pharmaceuticals in 2008. For decades, he gave his all as a scientist and pharmaceutical executive. His crowning achievement was the discovery of carvedilol, a revolutionary treatment for congestive heart failure that has helped tens of millions of patients and for which he was honored with some of his industry’s most prestigious awards.