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Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what the next period might bring. Executive Summary Inflation forced the…

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…

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.…

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’…

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…

Personal Finance December 23, 2022 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…

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*…

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…

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…

Following the death of a loved one, financial matters can be complicated. One aspect to consider is debt. It is possible to inherit debt in certain situations. However, when a…

While it remains to be seen if the Supreme Court will allow President Biden’s student loan forgiveness plan to move forward, borrowers may still experience relief under changes to how…

Investing & Markets December 7, 2022 Stocks and bonds advanced for a second consecutive month in November, based on increased hopes for an economic soft landing and a Fed pivot…

If you want to plan ahead to pass assets down to heirs in a tax-efficient manner, a grantor trust might be the right choice for you. Find out more about…

Public-sector employers and other qualifying organizations can offer 403b and 457 plans. Find out about these plans and which might be right for you. Many people are familiar with 401k…

Understanding Modified Adjusted Gross Income It’s true that you won’t find your modified adjusted gross income listed on your Form 1040, but that doesn’t mean it’s not important. MAGI is…