INNOVATIONS

Acorn

Acorns automatically invests your spare change from everyday purchases, like gas and groceries, while you go about your day.   When you sign up to their Round-Ups® feature, your spare change gets automatically invested into one of their diversified, ETF portfolios, built by experts.

Acorn offers an affordable monthly subscription for individuals at $3 per month, and a family rate of $5 per month. The individual subscription is an all-in-one investment, retirement, and checking, plus a metal debit card, bonus investments, money advice, and more. The family subscription offers investment accounts for kids, plus personal investment, retirement, and checking accounts, and exclusive offers and content.

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Personal Capital

In short, we recommend Personal Capital to help monitor your investments, spending, and net worth. You can create your free account to begin visualizing your finances in one location. Personal capital is your one stop shop for personalized financial tools.

Net worth

Get a clear picture of all of your assets and liabilities in one secure place and track your financial progress.

Retirement Planner

Chart a path to financial freedom. Assess your chances of retirement success and see what you can do to meet your goals.

Fee Analyzer

Uncover hidden fees in your mutual fund, investing, and retirement accounts. Compare plans to find the right one for you.

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