Key Takeaways Maintaining a diversified portfolio also includes your approach to cash. Why? Cash amounts to 26% (or $60,000) of the average Personal Capital
Key Takeaways Nearly 30% of Americans feel that they overspend on luxuries and comforts for themselves.* Travel, clothing, and accessories are the splurges most
There’s a hot debate between paying off your mortgage or investing. Paying off your mortgage allows you to significantly lower your expenses today
If you’re considering retiring in New Jersey, you’ll have plenty of places throughout the state to choose from. New Jersey isn’t generally
A portfolio accounting system is a type of software designed to track, analyze, and report the value of your investments. These systems
It is a question that comes up frequently when it comes to retirement planning: Can I contribute to a 401(k) and an
When you’re committed to getting your finances on track, one of the best places to start is with your budget. Having the
This is a series that highlights real people who use the Personal Capital Dashboard and gives insights into how they are achieving
Many retirees rely on their Social Security income to support their lifestyle. But many find themselves wondering whether those benefits will be
At some point, we’re all going to die, and while this isn’t the most pleasant thought, it is wise to start planning
