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JJ Lester, CFP®

Retirement Plans for the Self-Employed

Retirement Plans for the Self-Employed

Participating in an employer-sponsored retirement plan is one of the best ways to save for retirement – especially if they match your contributions. But what about for those who are their own employers? According to a recent study, the number of...
What to Do if You Have an Overfunded 529 Plan

What to Do if You Have an Overfunded 529 Plan

With outstanding student loans now exceeding one trillion dollars, there’s a big emphasis on what can be done to relieve families of the burden of student loan debt. However, some families face another problem – they saved too much money in a 529 college...


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Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money. All charts, figures, and graphs are for illustrative purposes only. Read Full Disclosures »

Invest with logic.

Plan with heart.™

Apple App StoreGoogle Play Store

About

About UsOur AdvisorsOur BlogPressCareersSecurityAffiliates

Sign up for free tools.

  • See all your money, all in one place.
  • Stay on track with our Retirement Planner.
  • Get up to date with our Investment Checkup.
8 to 64 characters
6-Digit Numeric PIN
Used to verify devices for security purposes and to contact you about your account.

By signing up, you agree to our Terms of Use and Privacy Policy. You also elect to receive updates, newsletters, and offers from Personal Capital. This site is protected by reCAPTCHA, and Google’s Privacy Policy and Terms of Service apply.

Invest with logic.

Plan with heart.

Apple App StoreGoogle Play Store

Help

SupportFAQsContact UsSitemap

Legal

Terms of UsePrivacy PolicyForm ADV Part 1Form ADV Part 2

Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money. All charts, figures, and graphs are for illustrative purposes only. Read Full Disclosures »

Invest with logic.

Plan with heart.™

Apple App StoreGoogle Play Store

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