There’s also a comprehensive cost of living retirement calculator which gives you useful insights into your average net worth by age. Or it can be used to assess how your immediate finances could be improved if you get a lump sum and eliminate expensive premiums by getting an estimate on selling your life insurance policy. It can also assess the impact on your 401k of major life events such as the birth of a child, illness, college fees etc. The investment analyzer does the same for your investments to see where your existing investments and holdings can be diversified to improve your returns.īy telling Personal Capital exactly how much income you expect to have in retirement, Personal Capital calculates exactly how on or off track you are. One of the ways it does this is via a fee analyzer and an investment analyzer.įor example, the retirement fee analyzer immediately identifies areas where you may be getting ripped-off or over charged with 401K admin or management fees. What makes Personal Capital different to many budgeting apps is that it also helps you save money on existing investments.
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