To learn about what personal information Personal Capital collects and how we use it, click here.

All Articles

5 Tips for Filing Taxes for Freelance Work

5 Tips for Filing Taxes for Freelance Work

In today’s “gig” economy, a growing number of people are leaving the 9-to-5 corporate grind and choosing instead to work as full-time freelancers. While being a freelancer can be an amazing career choice as it offers flexibility and lets you be your own boss, there...

What Moved the Markets in December?

What Moved the Markets in December?

The Trade War Stocks rose in December, punctuating a big year for stocks and a remarkable decade in capital markets. The trade conflict between the US and China finished 2019 on a positive note, with a “phase one” deal being agreed to in principle. While productive...

How Will the SECURE Act Impact You?

How Will the SECURE Act Impact You?

What You Should Know About the SECURE Act On December 20th, The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, was signed into law by President Trump as part of a late-cycle appropriations bill. SECURE is the product of a bipartisan effort...

How to Max Out Your 401k in 2020

How to Max Out Your 401k in 2020

4 Things to Keep in Mind if You're Trying to Max Out Your 401k No matter how much you might make, $19,500 is generally considered a good chunk of change. It’s about the cost of a base model 2018 Honda Civic. For some, it’s the price tag on a first-class luxury...

Guide to End-of-Year Tax Planning

Guide to End-of-Year Tax Planning

The end of the year usually is a popular time for folks to open their hearts and their wallets. While most of us don’t give just for the tax benefits, there are some strategies you can take advantage of that will maximize the impact of your gift, while also potentially delivering some tax savings benefits to you and your family.

5 Key Estate Planning Documents

5 Key Estate Planning Documents

For more on estate planning, read our free "Guide to Legacy & Estate Planning." Read the Guide. Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their specific situation....

What Moved the Markets in November?

What Moved the Markets in November?

The Trade War Stocks marched higher in November, driven by optimism for a “Phase One” trade deal with China and indications suggesting continued accommodative monetary policy from the Fed. Regarding trade, we view signs of cooperation between China and the US as a...

4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

The end of the year is a good time to start thinking about your tax strategy, and there are several moves that you can make prior to year-end that will put you in the best possible position for 2020. In this article, we'll dive into 4 tax management tips that most...