Guides

Guide to Legacy and Estate Planning

Guide to Legacy and Estate Planning

Guide Sections Estate Planning Last Will and Testament Trusts Taxes and Your Estate Plan Charitable Giving and Your Estate Plan Guide Sections Estate Planning Last Will and Testament Trusts Taxes and Your Estate Plan Charitable Giving and Your Estate Plan...
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 4th Quarter Estimated Tax Payments Guide Sections Donate...
Personal Capital Investor’s Guide to Volatile Markets

Personal Capital Investor’s Guide to Volatile Markets

Guide Sections The Impact of Behavioral Finance Diversification as a Safeguard Prep for the Future: Steps to Take Now Questions to Ask Yourself Guide Sections The Impact of Behavioral Finance Diversification as a Safeguard Prep for the Future: Steps to Take...
Guide to Tax-Loss Harvesting

Guide to Tax-Loss Harvesting

Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash Sale Rule & Tax-Loss Harvesting Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash...
Guide to Employee Equity Compensation

Guide to Employee Equity Compensation

Guide Sections What Is Employee Equity Compensation? Employee Compensation Restrictions Main Types of Employee Equity Compensation Stock Options Restricted Stock Employee Stock Purchase Plans (ESPPs) Recommended Exercising & Selling Strategies Employee...
Guide to Saving for a Child’s Education

Guide to Saving for a Child’s Education

Guide Sections Introduction Financing Options – 529 Plans Other Financing Options Education Tax Credits Saving for Retirement & Education There’s no doubt about it – education can be expensive. The cost of college tuition has risen over the past...
Introducing the Personal Capital First-Time Home Buyer’s Guide

Introducing the Personal Capital First-Time Home Buyer’s Guide

Read the Free Guide Buying a home used to be an integral part of the “American Dream.” Even though it may not always be the most central focus of realizing that dream any more, many Americans list buying a home as one of their top long-term financial goals....
Personal Capital 2018 Tax Guide for Holistic Financial Planning

Personal Capital 2018 Tax Guide for Holistic Financial Planning

Most Americans hate to think about taxes. Understandably, they find tax management complex and overwhelming – viewed as a necessary evil to deal with every time April comes around. But what if you approached taxes with a different philosophy? What if...
7 Things You Should Know About Your Finances

7 Things You Should Know About Your Finances

For successful financial planning, it is critical to understand what you’ve got, how much you make, what you owe, how you spend, and how you are investing for the future. If you have a solid foundation, then a thorough assessment of your position will make...
Active vs. Passive Investing

Active vs. Passive Investing

Performance matters when it comes to investing. One question that is often asked when it comes to investing is: Active vs. passive investing, which is better? For many years we’ve watched thousands of individuals invest, and the vast majority who tried to...


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