TE_TECHNOLOGY REVIEW_ Penton Media July 14, 2010 If you want to view this on the web go to: http://enews.penton.com/enews/trustsandestates/v/204 FEATURE STORY --VestingPoint.com's Retirement Calculator By Donald H. Kelley Evaluate retirement projections with this online tool Kelley Rating (one asterisk = lowest, to five asterisks = highest): *Ease of navigation, design of interface and learning curve ***** *Instructional documentation and help system *** *Carries out the goal of the product as advertised ***** *Overall usefulness **** VestingPoint.com's Retirement Calculator (https://www.vestingpoint.com/) determines the odds of whether you'll have enough money to reach your retirement goals. This web-based facility does a variety of standalone calculations related to retirement planning. It runs your personal financial situation through a range of scenarios based on the data you enter. The publisher suggests that you first assess your personal financial situation and then hypothesize the changes (increasing your income, spending less, retiring later, etc.) that would improve your situation. Retirement Calculator addresses your income and spending, including social security benefits; works with asset allocation; calculates stock returns; handles college, wedding and other life event expenses; and adjusts for real estate taxes. It has built-in federal tax tables and uses Monte Carlo simulations in the manner described by InvestorGuide.com (http://www.investorguide.com/igu-article-458-investing-strategies-a-new-approach-to-investment-planning.html). Its projections include pension and job-related plans, as well as work-related and investment income. This facility is directed toward the individual investor, but could well serve as a means for an advisor to establish a dialogue with a client leading to a discussion of investment and retirement planning strategies. To continue reading article click here (http://trustsandestates.com/tech_center/online-retirement-calculator-0713). Advertisement ---------------------------------------- Flexibility and Control. With 10 years experience and nearly 500 clients, Advent OnDemandTM gives you the Industry's best software with the most flexible choice of deployment options- Software-as-a-Service model (SaaS), with or without data management and reconciliation. View the Video. http://www.advent.com/resources/advent-videos/ad-trustestates-advent-ondemand ---------------------------------------- Advertisement ---------------------------------------- Attorneys Prefer WealthDocx_ WealthDocx enables estate planning attorneys to create documents using interactive and detailed interviews that guide the drafting process. Click here to learn why thousands of estate planning attorneys in all 50 states prefer WealthDocx over other drafting systems http://www.wealthcounsel.com/trusts_and_estates_3/wealthdocx7.html ---------------------------------------- Advertisement ---------------------------------------- Docupace Technologies is a leading provider of SEC/FINRA compliant paperless office systems for financial service firms. Docupace brings to market the industry's first completely electronic Paperless App & Check Service combining document management, e-forms, e-signatures, check processing, and automated workflow. http://www.docupace.com/industries/financial-services.html ---------------------------------------- ---------------------------------------- http://event.on24.com/r.htm?e=196872&s=1&k=D5EF1F3A081676BA6979B6CD35683550&partnerref=teenews ---------------------------------------- ABOUT THIS NEWSLETTER Mission Statement: A review of software, internet resources and web-based services useful to professionals in the Trusts & Estates area. You are subscribed to this newsletter as #email# To unsubscribe from this newsletter go to: http://subscribe.trustsandestates.com/?tc=NLSUB&cid=#message_id#&lid=#list_id#&email=#email# To subscribe to this newsletter go to: http://subscribe.trustsandestates.com/subscribe.cfm For information on advertising in this newsletter, please contact Rich Santos, Group Publisher at mailto:rich.santos@penton.com. For questions concerning delivery of this newsletter, please contact our Customer Service Department at: US Toll Free: 866-505-7173 International: 847-763-9504 or mailto: trustsandestates@pbinews.com To get this newsletter in a different format (Text or HTML), or to change your e-mail address, please go to your profile page here: http://subscribe.svconline.com/?tc=NLSUB&email=#email# Penton Media | 249 W. 17th Street | New York, NY 10011 Copyright 2010, Penton Media. All rights reserved. This article is protected by United States copyright and other intellectual property laws and may not be reproduced, rewritten, distributed, re-disseminated, transmitted, displayed, published or broadcast, directly or indirectly, in any medium without the prior written permission of Penton Media.