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

Personal Capital

Guide to End-of-Year Tax Planning

Guide to End-of-Year Tax Planning

Guide Sections Donate Appreciated Securities Use Your IRA to Make a QCD Donate Tangible Property Gift To Your Loved Ones Tax-Loss Harvesting Employer-Sponsored Retirement Plans Roth Conversions RMDs Guide Sections Donate Appreciated Securities Use Your IRA...
A Primer On Estate Planning Using Trusts

A Primer On Estate Planning Using Trusts

When you think of a trust, do you think of the ultra-wealthy? If you do, then you’re not alone! Many people conjure up images of the stereotypical “trust fund baby” when they hear the word. But in reality, trusts can be a great tool for a...
3 Tips for Successfully Managing Your 401k

3 Tips for Successfully Managing Your 401k

I’m sure you’ve already been told many, many times how important it is to invest in a 401k if you have one available to you. So while we’re going to spend some time in this article reiterating that, we’re mostly going to talk about what to do with the money...
The Personal Capital Promise

The Personal Capital Promise

Today, we announced the start of a new era for Personal Capital. We have a new logo, new colors, a new app icon, and a new web experience. But really, we’re unveiling less of a “new” Personal Capital and more of the “true” Personal Capital. We built our...
4 Tips for Living Well on a Fixed Income

4 Tips for Living Well on a Fixed Income

How to Thrive While Living on a Fixed Income in Retirement When they hear the term “fixed income,” many people envision a paltry monthly living allowance that provides little if any discretionary funds to enable someone to actually enjoy their life. However,...
How to Prepare Your Personal Finances for a Recession

How to Prepare Your Personal Finances for a Recession

The booming U.S. economy recently set a new record when the long-running expansion reached 121 months, breaking the previous record of 120 months set between March 1991 and March 2001, according to the National Bureau of Economic Research (NBER). Of course,...
Term vs. Permanent Life Insurance: Which One is Right for You?

Term vs. Permanent Life Insurance: Which One is Right for You?

Life insurance can be complex and overwhelming, especially with the countless insurance policies out there. It’s important to know the differences between them since each type has unique characteristics that may or may not be right for you. But more often...