To learn about what personal information Personal Capital collects and how we use it, click here.
The 401k Rollover – Is It Right For You?

The 401k Rollover – Is It Right For You?

Leaving your job is a BIG life change. So, we don’t blame you if your 401k isn’t immediately top-of-mind. Nonetheless, thinking about a 401k rollover is something that we really urge you not to forget. Don’t Forget Your 401k Rollover Decision The 401k...
Roth 401k vs. Roth IRA – How Are They Different?

Roth 401k vs. Roth IRA – How Are They Different?

Roth 401k vs. Roth IRA: How Are These Accounts Different, and Which Option is Better? We consistently hear from clients that saving for retirement tops the list of their most important financial goals. So it’s a big decision, and a highly personal one, to...
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...
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...
When is the Best Time of Year to Retire?

When is the Best Time of Year to Retire?

When is the right time to retire? We spend decades saving for a financially secure retirement, so when the time comes, it can be exciting, emotional, and a little bit scary. It’s a big decision to decide when to retire, because all of these emotions in...
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...
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...
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,...