fbpx

Knowing Your Numbers and Accessing them Easily

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?

It’s extremely easy to setup a free account and connect your bank, investment and retirement accounts.

Personal Capital offers free tools that can also help you track:

  • Income
  • Expenses
  • Budgeting
  • 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.

Knowing Your Numbers and Being Able to Access them Easily

Investment Advisory Services offered through Shankland Financial Advisors, LLC, Registered Investment Advisor