10 Essential Factors of a Retirement Planning Checklist

If there’s one thing that you don’t want to do twice, that would be retiring.

Imagine having to go back to work after you’ve called it quits. Yuck!!

I’ve heard horror stories of this happening and the most common culprit is lack of planning.

Planning your retirement is something you do not want to take lightly.

Retirement Planning Checklist

If you are approaching retirement, do you know if you are ready?

Do you have the funds saved that you will need?

Do you have all the other details in place and ready to go?

While retirement is an exciting time, it is also a time of big changes in your life.

Not only will you not be going to work every day but you will also have adjustments in your personal life and your finances will also be changing.

To make sure you are prepared for all the changes creating a retirement planning checklist is recommended.

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Personal Capital Review – Managing All Your Investments in One Place

One thing that I have craved for investors is a tool that allows you to sync all your investment accounts in one place that also gives you more investment related analysis.

Mint does a fantastic job of giving you numbers, but falls short on giving you a greater insight into your overall portfolio.

For my clients, I subscribe to Blueleaf – which is fantastic. The only downside is that you have to be my client (or another advisor that uses it) to get access to it. I realize that everyone will not be my client so the hunt continued for another option. I then discovered Personal Capital.


Personal Capital Review

I was excited to learn more about it that I immediately signed up. I’m currently synching all my investment accounts and giving Personal Capital a try. In the meantime, I had Kevin write a review about them so you can better understand how this awesome (and free) program works. [Read more…]

Video Review and Walkthrough of Personal Capital

We’ve done a review of Personal Capital in the past.

But sometimes there just isn’t a good way to put into words how well a new financial tool works.

Being able to show Good Financial Cents readers exactly how to sign up for an account with Personal Capital, look at what the tool looks like, and giving an overall walkthrough would require a video.

“But Jeff, I’ve never done a video!”, I explained… mostly calm.

“You can figure it out. Just give it a try. I think this is really important for readers to see.”, he retorted.

And that’s how we got here.
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