The habits that we’ve formed over our lifetimes help define us. We have physical habits, mental habits, habits of character, personal hygiene habits, and productivity habits. We have good habits, and we have bad habits.

Today’s healthy retirees may live 25 years or more beyond their primary working years. That’s a lot of years. But more importantly, that’s a lot of days—more than 9,000 days to wake up, greet the dawn, and then . . . What?

In this issue, VESTED explores what opportunities a holiday from required minimum distributions presents to retirees in 2020, a few planning ideas to consider during market declines, and what readers should know about their chances of getting audited by the Internal Revenue Service.

Falling in love and getting married is a wonderful experience.

When it comes to your money, the only dumb question is the one you don’t ask. It’s wise to educate yourself so you are prepared to evaluate any financial advice you are given to ask the right questions. Learn more about the various terms and concepts associated with investing.​​​​​

CAPTRUST Senior Director of Retirement Services Phyllis Klein hits on the massive health and economic impact of COVID-19 and what retirement plan participants can expect from shifting financial and economic situations.

Listen to our recent webinar for an update on the market volatility resulting from the coronavirus and its related impact. CAPTRUST subject matter experts Scott Matheson and Wes Collins share their views on the markets, investing during challenging times, and the ways we can assist you with the questions and concerns you may have about your personal situation.

In this piece, CAPTRUST experts dive into the latest market expectations as new information emerges on the coronavirus’s economic impact and the potential for an oil price war.