Search here.

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.

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.

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.

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 how a recession could impact your retirement.

While it’s not something people like to think about, naming beneficiaries for your assets is critical to ensuring that your loved ones are taken care of when you are gone. Watch to learn about the types of assets that should have named beneficiaries, as well as how often you should review your designations.