Seek and Find!
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why your credit report is a critical part of your financial success and how to ensure that you get a passing grade.
Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar recording explains how to get information about your credit, as well as what credit reports contain and why it is important to review them. We also discuss steps that can help you avoid fraud and identity theft.
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several areas of disruption in the global production cycle. Tune in to learn more about these bottlenecks and what could happen if they are not resolved in the short term.
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical costs. In this video, learn the benefits of leveraging an HSA, not only to pay your medical expenses but also as a way to save for retirement.
Approaching 65 and unsure about how to get started with Medicare? Then tune in for an overview of the various Medicare plans, as well as a discussion about timing for enrollment.
Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare you for a successful retirement.
Whether you’re in your 20s, 50s, or somewhere in between, it’s never too early to start thinking about how to create income when you leave the workforce. In this webinar recording, we identify various income options that you might have available, as well as how they work and how to prepare for the unexpected.
The economy is roaring back to life and we are entering a new phase of growth, much like we did 100 years ago during the Roaring Twenties. But there are still a few wildcards that could significantly change the landscape in the second half of the year. Watch this edition of CAPTRUST’s Market Update to learn more about these unknowns and their potential impacts on the economy.