Zach Lott, CFP®

Retiring Together Based on Your Life Expectancy

Retiring Together Based on Your Life Expectancy

Thinking about retirement can bring up two sensitive subjects: money and death. After all, there are two main questions you should be asking yourself when it comes to retirement planning: How much money will I need each year in retirement? How many years...
Taxes in Retirement

Taxes in Retirement

Most Americans stop celebrating “half birthdays” back in grade school. The two most important birthdays in financial planning, however, are half birthdays long past that age: 59½ and 70½.  Reach the first, and the IRS give you a gift: penalty-free...


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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.™

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