Seek and Find!
Q: I want to go live in a warmer state. What do I need to think about from a tax perspective?
The American healthcare system is, in a word, complicated. It also can be extremely expensive. And that’s before we even reach retirement age.
The 2015 movie The Big Short chronicles the market and economic forces that led to the financial crisis in 2007. Based on a Michael Lewis book of the same name, the film’s all-star cast explains the crisis’s origins through the stories of a handful of analysts and investors who saw the meltdown coming, bet on it, and made a lot of money.
Listen in as CAPTRUST discusses preparing for retirement and making healthcare decisions.
Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—more than 9,000 days to wake up, greet the dawn, and then . . . What?
Falling in love and getting married is a wonderful experience.
CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.
In this issue, we explore early retirement package offers, the difference between value and growth investing, and how to get rid of those annoying telemarketer calls.