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Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.

This edition of Market Thoughts explores the market’s likely reaction to yesterday’s midterm elections.

SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.

Opened in May 2005, Kingda Ka at Six Flags Great Adventure in Jackson, New Jersey, holds world records among operating roller coasters for tallest coaster and biggest drop and the U.S. record for fastest coaster. Kingda Ka reaches a top speed of 128 miles per hour in just 3.5 seconds and ascends 456 feet before plummeting 418 feet. The ride lasts a whopping 28 seconds.

When aviation executive Richard J. “Jet” Vertz turned 65, he retired because, he says, that’s what people in his industry did. He had no plans for the first day he woke up no longer employed—or for the weeks and months after that.

Approaching retirement? There are probably many things on your mind besides your 401(k). However, what you do with your retirement account in the years leading up to retirement could affect your financial well-being for years to come, so it’s worth your time and attention.

What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions a financial advisor might ask when they are getting to know you as a client. Some people just want to be sure they won’t run out of money in retirement. But if you know you’re going to have enough, the question becomes, what will you do with the excess? What are you dreaming about that your financial plan and investment portfolio can help you achieve?

In this article, we look at what to do with leftover 529 funds.