![]() For your emergency fund, we help you determine whether you have enough cash on hand to last six months based on your actual spending patterns.For long-term savings, you can track yearly savings in investment accounts, such as retirement accounts or education accounts such as 529s.It does this by tracking three main areas: long-term savings, short-term emergency fund, and debt. Q: How does the Savings Planner perform these assessments? You can see how much you’re saving right now, and compare that to how much you should be saving.įor our wealth management clients, we offer further guidance on how to optimize where you save your money. ![]() We built the Savings Planner to solve this problem. Knowing where you stand is the first step to meeting this challenge. With the pace of life these days, it can be difficult and time consuming to make sure you are saving money effectively. Q: What’s the benefit of using a dedicated savings tool? The Savings Planner is an efficient savings solution, but we wanted to know what that means for Personal Capital users. Meet Jeff, a Personal Capital technology lead who helped develop the Savings Planner. The Savings Planner is designed to be your complete savings solution by helping you plan your annual retirement savings, build up your emergency fund, and progress towards paying down debt.įollowing is a Q&A with one of the creators of our Savings Planner tools. Today, we’re digging into the Savings Planner. ![]() We’re pleased to introduce the people who have worked to create some of our most important tools.
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