As a parent, grandparent, guardian, or even an aunt or uncle, you want the best for the children you love and take care of. In addition to paying for club team fees, piano lessons and food, clothing and shelter, you’re entrusted with helping a child make his or her way in the world. You may […]Read More

As an investor, there are a few key metrics you can use to determine how well an investment is paying off and how much cash flow you’re getting from it. One of those metrics is the dividend yield, which allows investors to see how much a particular company pays out in dividends relative to its […]Read More

When we refer to your retirement number, most people think about how much money you need to save to meet your retirement goals. Having a specific retirement number can feel comforting. It provides you with a seemingly concrete, attainable goal. But is one definitive figure truly valuable in the context of planning for retirement? We’d […]Read More

Whether you’re just getting started on your financial journey or have already made significant progress, a financial professional can help. There are many different types of professionals who manage clients’ investments, help with cash flow and debt management, provide tax and estate planning advice, and more. If you’re considering hiring a financial professional, you’ll find […]Read More

This summer, Personal Capital gave away a Tesla to one household that uses our free finance tools. The winners have been selected: Jared and Bethany of Illinois received their Tesla in advance of the holiday season. We sat down with Jared to talk about how he and Bethany are driving their family’s financial future. 1. […]Read More

Following the flurry of holiday gift giving, many consumers look to January as an opportunity to set their sights on savings. Across all generations, 31% of Americans we recently surveyed* are looking to build up their emergency fund in the new year, far more than those that are saving to buy a home (9%), purchase […]Read More

Many investors who aren’t comfortable with a “do it yourself” approach to investing decide that they’re better off working with a professional financial advisor. How much does a financial advisor cost? This depends on several different factors, starting with the advisor’s fee structure. Some financial advisors may charge annual flat fees, hourly fees, a fee […]Read More

Tax Day, or the deadline for filing your 2022 federal income tax return, falls on April 18, 2023. But what happens if you are late filing taxes? Can You File for an Extension? If you think there’s a chance that you might miss the tax-filing deadline, you should file for a deadline extension. This will […]Read More