The birth of your first child is a wonderful time to start thinking about or reviewing your financial plan. Often, a new child will spark conversations about wills, savings, retirement, education, and household budgets. This checklist can help you understand some of the most important steps to take.
In this short-form webinar, we examine several types of contributions—pre-tax versus after-tax contributions, as well as Roth contributions—and how to decide which is right for you based on your financial wellness plan and savings strategy.
If you’re watching this video, your company has given you the opportunity to receive investment advice from CAPTRUST. A personalized Retirement Blueprint® can be a valuable tool to help you plan for retirement. Find out more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.
Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.
Opened in May 2005, Kingda Ka at Six Flags Great Adventure in Jackson, New Jersey, holds world records among operating roller coasters for tallest coaster and biggest drop and the U.S. record for fastest coaster. Kingda Ka reaches a top speed of 128 miles per hour in just 3.5 seconds and ascends 456 feet before plummeting 418 feet. The ride lasts a whopping 28 seconds.
What is your big, bold goal for retirement? And what legacy do you want to leave behind? These are some of the key questions a financial advisor might ask when they are getting to know you as a client. Some people just want to be sure they won’t run out of money in retirement. But if you know you’re going to have enough, the question becomes, what will you do with the excess? What are you dreaming about that your financial plan and investment portfolio can help you achieve?
In this article, we look at the high gas prices and what to considering when buying an electric vehicle.
Coming into 2022, investors had enjoyed three years of terrific returns despite a global pandemic. But this year has been a far different story, with significant losses across most financial assets. Join us for our latest market update as we discuss this volatile and thorny market, but there is room for optimism.