Our Mission
We help people save for retirement.
Saving for retirement in today’s economy is hard. Gone are the days of the corporate pension earned after a lifetime of work. Now we’re on our own to figure out how much to save, what to invest in, and what accounts to use.
Some of us are lucky to get help from employers through 401(k) plans. Unfortunately this help lasts only as long as our tenure – and then we’re onto the next account, or on our own again.
The result is that many Americans do the wrong thing with their old 401(k)s. Many cash them out, paying taxes and penalties. Others leave their money in an old 401(k) where fees are high and the investments aren’t right for them. Some even forget about their money completely.
We started Capitalize to help tackle this growing problem. Call us crazy, but we think dealing with your retirement accounts should be easy. That’s why we’re here.