Retirement News

The Value of Financial Advice

Many people wonder whether working with a financial advisor is worth the time. According to a recent study by the TIAA Institute and TIAA Wealth Management, the answer is yes. Surveying nearly 1,900 Americans and modeling multiple financial scenarios, the research...

Is Your Beneficiary Information Up to Date?

Your beneficiary designations determine who will receive your retirement assets and generally take precedence over your will. Be sure to review and update them after major life events—such as marriage, divorce, the birth of a child, or the death of a beneficiary—to...

Creating a Paycheck in Retirement

Creating a paycheck in retirement is about designing a reliable income strategy that will ensure you have enough money to cover your expenses while maintaining financial security throughout your retirement years. We have broken down the basics of creating a paycheck...

Understanding Investment Risk

CAPTRUST at Work reminds us that risk is complex and highly individualized. Whether you’re constructing a long-term portfolio for growth or prioritizing capital preservation, it’s crucial to understand how risk operates- and how it aligns with your overall financial...