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Tax filing season will be here before we know it! In our new short-form webinar series, Ask CAPTRUST, we share tax filing tips, provide answers to some of your pressing questions, and share some resources to reduce your stresses related to filing taxes.
After a turbulent 2021, everyone is ready to get back to their normal lives. But for investors, getting back to normal might require adjusting expectations, especially after three years of tremendous returns. The good news is that even when markets conditions return to normal, there is still plenty for investors to look forward to in the year ahead.
You’ve been saving for retirement for years, but those retirement accounts can be susceptible to cybercrime. In this video, learn some easy steps you can take that don’t require a lot of time but can have a huge impact on the security of your retirement account.
As an advisor to your employer’s retirement plan, CAPTRUST is able to offer you a number of resources to help you make decisions about saving and investing for your future. Learn more about what’s available to help you plan your retirement and manage your finances, including one-on-one personalized advice, articles, webinars, videos, and more.
Think getting your credit report is as scary as looking at your middle school report card? In this Lessons in Financial Experiences (LIFE) episode, learn why your credit report is a critical part of your financial success and how to ensure that you get a passing grade.
Using credit is an important part of building a future, but using too much can harm you in unanticipated ways. This webinar recording explains how to get information about your credit, as well as what credit reports contain and why it is important to review them. We also discuss steps that can help you avoid fraud and identity theft.
So far, 2021 has been a year of notable growth for the economy. But as we entered September, a shift in the markets began to occur in part because of several areas of disruption in the global production cycle. Tune in to learn more about these bottlenecks and what could happen if they are not resolved in the short term.
If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical costs. In this video, learn the benefits of leveraging an HSA, not only to pay your medical expenses but also as a way to save for retirement.