If you’re in a high deductible health plan, a health savings account (HSA) is a way to accumulate money tax-free to pay these deductibles and other medical costs. In this video, learn the benefits of leveraging an HSA, not only to pay your medical expenses but also as a way to save for retirement.

Approaching 65 and unsure about how to get started with Medicare? Then tune in for an overview of the various Medicare plans, as well as a discussion about timing for enrollment.

Think you’re ready to retire? In the next episode of CAPTRUST’s video series, Lessons in Financial Experiences (LIFE), we share ten tips to help to prepare you for a successful retirement.

Whether you’re in your 20s, 50s, or somewhere in between, it’s never too early to start thinking about how to create income when you leave the workforce. In this webinar recording, we identify various income options that you might have available, as well as how they work and how to prepare for the unexpected.

The economy is roaring back to life and we are entering a new phase of growth, much like we did 100 years ago during the Roaring Twenties. But there are still a few wildcards that could significantly change the landscape in the second half of the year. Watch this edition of CAPTRUST’s Market Update to learn more about these unknowns and their potential impacts on the economy.

In this article, we confront the debate surrounding the digital phenomenon known as Bitcoin—what it is, what it isn’t, and what U.S. Treasury Secretary Janet Yellen is saying about it.

For one month each year, Chelsea Brennan, 30, and her husband, Jeremiah, 36, run what they call a financial fire drill. Chelsea, who is usually in charge of family finances, turns all bill paying, budgeting, banking, and investing over to her husband, who is usually fully occupied as a stay-at-home dad to their two young sons. At the same time, Chelsea takes over the tasks Jeremiah usually handles in their Storrs, Connecticut, home.

As the cost of trading stocks has dropped to zero, more individuals are feeling empowered to purchase and trade stocks, bonds, and other investments. But how much risk you are willing to take with your portfolio may determine if you are acting as an investor or a speculator.