In this follow-up to our webinar last year “Outliving Your Annuities”, we’ll take a deeper dive into how annuities can support long-term retirement income planning.

Your workplace benefits are more than just perks — they’re powerful tools to help you save smarter and reach your financial goals faster.

In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: the gift tax, which applies to transfers made during an individual’s lifetime, and the estate tax, which applies to the decedent’s estate at death. This system is designed to tax the transfer of wealth, with specific exemptions and deductions available to reduce tax liability.

An emergency fund is your financial safety net when life doesn’t go as planned. In this Lessons in Financial Experiences (LIFE) video, we walk through three essential steps to help you start saving today. With a solid emergency fund, you gain not just security—but flexibility and confidence.

In this Market Update, investors are likened to cyclists enjoying a downhill ride—momentum is strong, but caution is key. The U.S. economy remains resilient, with stable employment and record-breaking corporate profits fueling growth. Interest rate cuts and tax relief have further accelerated market gains, adding nearly $9 trillion in new investor wealth. Join CAPTRUST Chief Investment Officer Mike Vogelzang as he explores what’s driving this market momentum and how investors can stay steady through the turns ahead.

There are some important tax strategies to consider adding to your checklist as you approach the end of the year.

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.