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