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Late Career

It’s never too early to start thinking about your future.

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Market Update | October 2024
In September, the Federal Reserve cut interest rates for the first time since 2020, and with that cut, the U.S. economy entered a new chapter of the post-pandemi... Continue reading
Top Posts for Late Career
Article
A Debut Novel at 70: How Anne Youngson Wrote Her Own Plot Twist 
As part of her PhD program in creative writing, Anne Youngson drafted a short story e...
Article
Ask the Experts: How Can I Prepare My Children to Inherit My Business?
Question: I run a family business that my children will inherit. How can I make sure ...
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An Economy on Approach
In 2023, consensus expectations proved wildly incorrect. Most market watchers predict...
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Social Security Retirement Benefit Basics
Social Security was originally intended to provide older Americans with continuing in...
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Enter a few data points and this calculator will show you how your retirement contributions affect how much you take home—and your potential tax savings.

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Ways to Plan for Late Career
Late Career
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CAPTRUST at Work for Key Employees
As part of your employee benefits package, your employer provides you with a suite of products and services, including some that are focused on improving your fi... Continue reading
Late Career
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Your CAPTRUST at Work Benefit
As part of your employee benefit package, your employer has given you access to a financial wellness solution called CAPTRUST at Work. Learn more and get started... Continue reading
Late Career
Article
Understanding Probate 
When you die, you leave behind your estate. Your estate consists of your assets—all of your money, real estate, and worldly belongings. Your estate also includ... Continue reading
Ways to Save for Late Career
Late Career
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Ask CAPTRUST: 2024 Changes That Could Affect Your Savings (W...
In our short-form webinar series, ASK CAPTRUST, we tackle big topics in small amounts of time. This quarter, join the CAPTRUST team to learn about SECURE 2.0 ret... Continue reading
Late Career
Article
IRS Announces 2024 Pension Plan Limitations
The Internal Revenue Service today announced its annual update to dollar limitations for retirement plans for the 2024 tax year. The table below provides a few h... Continue reading
Late Career
Article
Cultivating Financial Independence
The stereotype of the ambition less adult child living in their parents’ basement is firmly entrenched in American culture. A less predictable scenario is the ... Continue reading
Ways to Invest for Late Career
Late Career
video
Market Update | October 2024
In September, the Federal Reserve cut interest rates for the first time since 2020, and with that cut, the U.S. economy entered a new chapter of the post-pandemi... Continue reading
Late Career
Article
Ask the Experts: How Do Elections Typically Impact Stock Mar...
Question: What impact do you foresee the 2024 presidential election having on stock market returns this year? How much do elections matter to markets? Continue reading
Late Career
Article
July 2024 Market Update
In this edition of our quarterly Market Update video, CAPTRUST Chief Investment Officer Mike Vogelzang recaps market performance and the state of the U.S. econom... Continue reading
Ways to Retire for Late Career
Late Career
Article
Unretirement Benefits: How Today’s Retirees Are Redefi...
After an illustrious career in drug development and research, Dr. Robert Ruffolo retired from Wyeth Pharmaceuticals in 2008. For decades, he gave his all as a sc... Continue reading
Late Career
video
Retirement Income Withdrawal Strategies (Webinar Recording)
Millions of Americans say their number one worry about living in retirement is that they will run out of money. Having a plan makes a critical difference. In thi... Continue reading
Late Career
Article
Ways to Ensure a Tax-Smart Retirement
For many people, creating a financially secure retirement means years of disciplined saving and meticulous financial planning. Amid visions of leisurely days and... Continue reading
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LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report ...
Ask the Librarian
Whether you’re just entering the workforce, getting on top of the financial challenges of mid-life, or looking for knowledge as a pre-retiree nearing the end of a career—advice from the librarian is available 24/7 to guide you in achieving your unique financial goals.
Early Career
Early Career
It's never too early to start saving and investing. Our motto is now, rather than later.
Middle Career
Middle Career
At this point in your career, it's about balancing life expenses and growing your investments.
Plan
Plan
Planning should not be one size fits all. Get the help you need for your situation.
Save
Save
Work with CAPTRUST to create small steps to move your closer to your savings goals.
Invest
Invest
CAPTRUST is here to give you advice so that you are a confident decision maker.
Retire
Retire
As you near retirement it's important that you regularly check your progress and plan.