Knowing your financial numbers is critical when it comes to planning your retirement. The fact of the matter is that most people have a “pretty good” idea of what their numbers are but there are a lot of folks that could benefit from getting clear on them in detail. As a retired financial advisor, I’d have folks bring in their financial statements so I could look them over.
How great would it be to look at your entire financial picture with a click of a button or on an app on your phone?
Personal Capital offers free tools that can also help you track:
- Net Worth
- Asset Allocation
- Retirement Savings
- Investment Portfolio
Once your accounts are connected, you’ll be able to view your balances on your Personal Capital Dashboard.