Self-study on personal capital. A quick Personal Capital tutorial on the dashboard and other free Personal Capital tools to track your investments, retirement and financial goals. // DOWNLOAD MY FREE GUIDE TO KEEPING YOUR MONEY ORGANIZED: http://theworthproject.co/easy-money-management/

In this video I guide you through this beautiful, free tool from Personal Capital. Although Personal Capital is very easy to use, a step-by-step guide will save you time and keep setting up your dashboard from becoming a chore.

You can sign up for your free Personal Capital account via this link*: http://theworthproject.co/PC

Track all your accounts in one location. Using this Personal Capital tutorial, setup only takes 5 – 10 minutes.

In this short video you will learn:
Log in to Personal Capital (1:10 min)
Link your accounts Net worth calculated (1:38 min)
Navigating the dashboard (2:00 min)
Tracking cash flow – budgeting 101
Portfolio balance – investment tracker
On the way to your retirement goal
Retirement Planner (5:08 min)
Education Planner – 529 Plan (9:50 min)
Pension Benefit Analyzer (15:00 min)
Investment allocation (17:36 min)

Watch this video to help you get started with Personal Capital today.

Is something not crystal clear or well explained? Send me a question in the comments section. Do not be shy.

If you would like to see a tutorial on what a 529 plan is and how to set one up, a good reference before using the Personal Capital education planning tool, click here: http://theworthproject.co/2018/03/27 /what -is-a-529-plan/

DOWNLOAD MY FREE GUIDE TO KEEPING YOUR MONEY ORGANIZED, which shows us how to manage our money in just 15 minutes every month: http://theworthproject.co/easy-money-management/

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Website: http://theworthproject.co/
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*This link is an affiliate link, although I use and love Personal Capital. That's why I recommend it and made this video. This means I may receive compensation if you choose to sign up or purchase a product through the link. This will not incur any additional costs for you. Per FTC guidelines, this website may be compensated by companies mentioned through advertising, affiliate programs, or otherwise. Any references to third party products, rates or websites are subject to change without notice. Please conduct proper research before participating in third party offers.

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