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During her long marriage, Brenda Frank, 82, says she paid “absolutely no attention” to family finances. The former real estate agent left all the details to her husband, even in the years after he retired, when she was still working. So when he asked for a divorce, 12 days before their 56th anniversary, she was unprepared for what came next: a settlement process that, she says, left her with much less than she thought was fair.

For Dorothy and Ric Johnson, 68, of Ada, Ohio, there’s no place like their current home. They love the one-story house that they purchased five years ago and want to continue to live there, so they’re making modifications for the future.
They’ve widened the front door and installed a wireless control system that automatically adjusts lighting throughout the day and controls their thermostat and blinds.

Are you in the market for a new car? Finding the perfect make and model is only half the battle. The weightier decision is whether you choose to lease or purchase the vehicle. In this Lessons in Financial Experiences (LIFE) episode, we look at the pros and cons of each option so that you can determine what best fits your current financial situation and overall goals.

The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.

In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide which is right for you based on your financial wellness plan and savings strategy.

On December 29, 2022, as a part of the government’s year-end spending bill, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). Here is a summary of key provisions of SECURE 2.0 that may impact individual retirement savers.

If you're watching this video, your company has given you the opportunity to receive investment advice from CAPTRUST. A personalized Retirement Blueprint® can be a valuable tool to help you plan for retirement. Find out more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.

Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.