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Plan

They say “A goal without a plan is just a wish.” They’re right.

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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
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Financial Planning for a Long Life 
“I once had a client tell me his goal was to die with just enough money to pay his ...
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LIFE | Getting Your Credit Report
Think getting your credit report is as scary as looking at your middle school report ...
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What Are Your Plans for Your Second Home?
Mitzi and Steve Deal of Charlotte, North Carolina, like to think of their mountain ho...
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Disability Insurance Calculator

What if you became disabled? How would you meet your living expenses while you are recovering? Whether you already have disability insurance or not, use this calculator to determine how much insurance you actually need.

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Upcoming Webinar! Financial Tips For Caregivers
This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and planning for long-term... Continue reading
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Upcoming Webinar! Ask CAPTRUST: The Annuity Product For You
This webinar explores different types of annuities, including fixed, variable, and indexed annuities. Participants will learn how to evaluate annuity products; h... Continue reading
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LIFE | Five Tips for Managing Holiday Debt
The holiday season can be a joyous time. But after the celebrations have ended, many people find themselves managing too much debt. In this micro video, learn fi... Continue reading
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10 Tips for Frugal Living
In a world where spending is fast and easy, expenses can add up quickly. Adopting frugal habits is a smart way to stay ahead financially. These ten tips offer si... Continue reading
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Stay Financially Ready for the Unexpected (Webinar Recording...
From accidents, injuries, and illnesses to pregnancies, unexpected caregiving duties, and forced or voluntary career changes, every one of us will face our own u... Continue reading
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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
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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
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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
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Protecting Your Retirement Accounts from Cybercrime
You’ve been saving for retirement for years, but those retirement accounts can be s...
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.
Late Career
Late Career
On target to retire comfortably? It's time to explore the important transition to retirement.
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.