Personal Capital Retirement Planner

Quick Facts
  • Retirement Plans
  • 201-500 employees

Personal Capital is a financial planning software that provides a comprehensive retirement planner tool. This tool allows users to plan and track their retirement savings, investments, and expenses in one place. The retirement planner uses proprietary algorithms and historical market data to create personalized projections of a user’s retirement portfolio.

With the Personal Capital retirement planner, users can set their retirement goals and see how their current savings, investment portfolios, and expected Social Security benefits might impact their future financial security. The tool provides an estimate of the user’s projected retirement income, and users can see how much they need to save each month to reach their retirement goals.

The retirement planner also provides a portfolio analysis, helping users understand their current investment portfolio’s risk and return. Users can see how their portfolio is diversified across different asset classes and evaluate their investment fees to see if they are paying too much.

In addition to retirement planning, Personal Capital also offers tools for investment management, including a portfolio tracker, performance analysis, and investment tracking. Users can connect all their investment accounts, including 401(k)s, IRAs, brokerage accounts, and more, to get a complete view of their finances in one place.

Personal Capital’s retirement planner is easy to use and accessible from any device. The tool provides users with interactive graphs and charts to help them visualize their retirement progress and adjust their goals as needed. The retirement planner also integrates with Personal Capital’s wealth management services, providing users with access to financial advisors who can provide personalized advice and help users reach their financial goals.

In conclusion, Personal Capital’s retirement planner is a comprehensive, easy-to-use tool for individuals looking to plan and track their retirement savings. With its personalized projections, portfolio analysis, and investment management tools, the tool provides a comprehensive view of a user’s finances and helps them make informed decisions about their retirement planning.

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