Page 110 - DCAC November 2023 Files

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View all your finances in one secure place

Retirement. Credit. Cash. Mortgage.

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FOR ILLUSTRATIVE PURPOSES ONLY

As a part of your plan, your account dashboard gives you a real-time view of spending, saving,
debt and more so you can track, manage and plan all your financial priorities in one place

1. Know your estimated monthly retirement income 3. Manage progress toward your goals
• See what your retirement might look like and what Your dashboard includes a progress meter and personal-
percentage of your goal you’re on track to reach. ized next steps to help you reach your individual goals.
• Adjust the sliders to see how changes affect your 4. Easily and securely link other accounts
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savings in real time. Advanced security measures are taken to protect your
• Put your savings in context. privacy and information and ensure your accounts can’t be
• Make changes with just one click. viewed by your employer or plan administrators.

2. See and understand your net worth 5.Access an expanded financial toolbox
Your net worth is a good measure of where you stand at a Designed to help you better plan and manage your
point in time. The more accounts you link, the clearer view finances, it includes a retirement planner, a savings
you’ll have of what you own (your assets) and what you planner, budgeting tools and more.
owe (your liabilities).

San Mateo County Retirement Plans