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An annuity, in its simplest form, is a contract between the purchaser (or owner) and an insurance company (the issuer). The owner pays money to the issuer, and the issuer pays back that principal plus earnings to either the owner or the owner’s named beneficiary later in life.

Social Security is funded through payroll taxes, known as the Federal Insurance Contributions Act (FICA). While working, you contribute a portion of your earnings (7.65 percent) up to the taxable wage base and your employer also contributes (7.65 percent). The taxable wage base is the maximum amount of income subject to Social Security taxes.

On April 2, President Trump’s administration implemented new tariff policies that could reshape the world economy. On April 3, stock markets across the world reacted. In this article, learn how to navigate market turbulence and how CAPTRUST at Work can help.

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.

At CAPTRUST, one of our fundamental portfolio management principles is that we do not predict; we prepare. To help us understand the range of possible futures we need to prepare for, we use four levels of analysis: the range of possibilities, probabilities, market expectations, and sources of uncertainty.

Kristi Schooley says if she ever writes an autobiography, the title will be this: It’s Never Too Late to Correct Course.

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 recording explores the concept of partial retirement, where individuals gradually reduce their work hours while transitioning into full retirement. Participants learn about the financial and lifestyle benefits of partial retirement.