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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.
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.
From accidents, injuries, and illnesses to pregnancies, unexpected caregiving duties, and forced or voluntary career changes, every one of us will face our own unique set of surprise events. How do you prepare for what you can’t predict? It starts with the basics. In this webinar, we’ll explore key steps in financial planning to help you stay ready, no matter what comes your way.
“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.
Question: My retirement savings and investments are spread between multiple financial institutions. Should I combine them, or are there benefits to keeping things separate? 
Question: I run a family business that my children will inherit. How can I make sure they are financially prepared for this transition? 
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