Wealth Management

Odd things happen when technology and financial service veterans come together.

The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. That’s why we’re blending cutting edge technology with objective financial ... more

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How Does Unemployment Affect My Taxes?
Taxes aren’t likely to be top of mind as you overcome financial hardship. However, you are required to pay income tax on unemployment income.
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US Gift Tax Explained: Is Gift Money Taxable In 2021?
To avoid having to file a gift tax return and possibly even pay the gift tax, be careful that you don’t inadvertently exceed your annual gift tax exclusion in any one year.
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12 Types Of Nontaxable Income
Most income earned by U.S. citizens is subject to federal and sometimes also state taxation.
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Tax Deduction Vs. Tax Credit: What’s The Difference?
Many look at the new year as a fresh start. It can be a way to put the previous year behind you and focus on the future. But the new year also means that tax time is approaching. 
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Retirement Savings: The Saver’s Credit Explained
Participating in retirement savings plans is not only a great way to help ensure a financially secure retirement, but it’s also an opportunity to realize tax benefits.
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The Pros & Cons Of Hiring A Tax Professional
Doing your taxes can get complicated. This is especially true for high-income earners with financial complexities like business ownership, homeownership, and multiple investments.
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Latest Posts
Life After College: 3 Ways Parents Can Help Recent Graduates
With an uncertain economy after the recent and ongoing global pandemic in addition to an unstable job market, recents grads are suffering now more than ever.
The Four Perils Of Self-Managing Your Investments
While there is a small minority of people who are relatively successful as self-managers, the majority negatively impact their overall financial portfolio and underperform the market.
Get To Know Your Advisors: What Are You Looking Forward To In Retirement?
Meet some of the Personal Capital advisors who help clients with retirement goals, and find out what they will be doing in their golden years!

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