Finding the right tools to track your investments

  • by: CHRIS FARRELL , Wire services
  • Updated: February 11, 2013 - 1:06 PM

Q: My wife and I are in our mid-30s and are trying to find a way to track our overall financial standing. We have so many different bank and retirement accounts that it is extremely difficult to get the big picture or even a good breakdown of how much money we have in different asset classes. I have been reading about aggregate websites like Mint.com and PersonalCapital.com. This seems like a great way to pull our accounts together and see the big picture as well as get a better understanding of how our accounts compare in terms of the management fees we are paying. Is this a good approach?

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