Seek and Find!
On the ride home from a meeting with their financial advisor, Sophie tells her husband Rob that she’s been thinking a lot more about how their money is invested. “Getting a good return is nice, but I also want us to make sure we consider the bigger picture.”
In this issue, we focus exclusively on the impact of the recently passed Tax Cuts and Jobs Act on the economy, the stock market, and your personal tax situation.
If you’re reading this, you’re likely a parent trying to figure out how to save for your child’s college education without “breaking the bank.”
Looking for a way to set your teenagers up for financial success down the road? Get them off to a good—and early—start by opening Roth individual retirement accounts (IRAs) for them as soon as they start working. Put the power of time and compounding to work on their behalf. You’ll be surprised at the result.
In this issue we offer a few insights about the impact of rising interest rates on bonds and how you can help an adult child become a homeowner.
In this issue, we look at rollback of the Department of Labor’s conflict of interest rule—otherwise known as the Fiduciary Rule— and address the important issue of optimizing retirement savings.
CAPTRUST Financial Advisor Mike Gray says that figuring out your income needs in retirement is really all about your expenses—understanding how much you spend each year and what you’re spending it on.
The saying “hope springs eternal” may capture the sentiments of most couples on the cusp of remarriage. But hope alone doesn’t assure smooth sailing the second time around.