23 июл. 2024 г. · It's a fee-only financial advisor for mostly DIYers, in that it is a very inexpensive and very no-frills service and you have to enter all the ...

21 окт. 2023 г. · I've used Empower and Wealthfront free versions and found both of them easy to use and insightful, especially if this is your first stab at it.

17 июн. 2024 г. · New Retirement has the best interactive UI and wizards/guides. We're also nearing retirement. I use eMoney for the better reports related to ...

5 мар. 2024 г. · I signed up for adviice ($9/30 days) and it seems like a decent tool. It's aimed at a professional planner-client relationship so there is a lot ...

18 нояб. 2023 г. · Fidelity has an excellent Retirement Analysis Tool, that syncs all of your Fidelity accounts, and allows you to create accounts for all non-Fidelity accounts.

15 сент. 2023 г. · I've used i-ORP.com, FIRECalc.com, and recently tried IncomeWize.com. All of them are good but do have their pros and cons. Can anybody suggest other free ...

28 июн. 2024 г. · All you get now is a PDF Snap Shot of your plan with no tables or cashflows but you do get 6 pages of legal disclosures in its place! Great job ...

3 окт. 2024 г. · Honestly it has been a worthwhile investment for me because it clearly identifies my income and spending (using the detailed built in budgeter).

5 июн. 2022 г. · Retireware from Equisoft was a good product but they have decommissioned it to focus on a planner orientated tool. It was fairly comprehensive, ...

12 янв. 2024 г. · The Quicken planner is a good first look at your financial situation but is not useful if you don't have a good defined benefit pension.