Michael is finally on track for retirement. He started by clicking on this button and getting our free tools.
“… Personal Capital is the tool to beat.”
You’ve never seen your
money like this before.
Retirement Planner
The Retirement Planner is probably the most useful tool we offer. Use it to assess your chances of retirement success, based on your current financial situation and your goals. You can also enter hypothetical scenarios and even turn one of them into your new plan.
Net Worth
Knowing your true, up to date, net worth is the key to understanding and improving your financial situation. After you link all your accounts, you can track your true net worth, and use it to make better decisions about spending and planning.
Investment Checkup
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to an ideal target allocation that’s designed to minimize risk and maximize returns.
Experienced Financial Advisor
Our advisors are bound by strict fiduciary standards, and they only act in your best interest. It starts with a free, objective, no obligation portfolio review.
Money
Management
Create Budgets, track your spending and save for the future. Our money management tools can help you meet your day-to-day goals.
Long-term Financial Planning
Plan for retirement, save for college, and think ahead. Our long-term planning tools can help you prepare now for your future.
You’ve never seen your
money like this before.
Retirement Planner
The Retirement Planner is probably the most useful tool we offer. Use it to assess your chances of retirement success, based on your current financial situation and your goals. You can also enter hypothetical scenarios and even turn one of them into your new plan.
Net Worth
Knowing your true, up to date, net worth is the key to understanding and improving your financial situation. After you link all your accounts, you can track your true net worth, and use it to make better decisions about spending and planning.
Investment Checkup
See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to an ideal target allocation that’s designed to minimize risk and maximize returns.
Track & Manage
Your Money
Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard.
Security
Our highest priority is keeping your financial data safe and secure. We use multiple layers of security, in every component of our systems, to keep your accounts and your money safe, and your information private.
Our website’s encryption is rated A by the world-renowned Qualys SSL Labs, a stronger rating than most major banks or brokerages. We stay on top of security vulnerabilities and keep up-to-date with best practices.
All product names, logos, and brands are property of their respective owners.
Featured individuals are paid spokespeople and not clients of PCAC and do not make any endorsements or recommendations about securities offerings or investment strategy.
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["Author"] has entered into a referral agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid between $70 and $150 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the referral arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the referral arrangement. Additional information about PCAC is contained in Part 2A of PCAC’s Form ADV. This referral agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's Website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.