| 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
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.
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.
|
|
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.
 |
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.
 |
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. Click
Here
 |
|
advertisement
 |
For information on advertising in this newsletter,
please contact Rich Santos,
Group Publisher
To subscribe to this newsletter, click here: Subscribe
To unsubscribe to this newsletter click here: Unsubscribe
You are subscribed to this newsletter as #email#
To get this newsletter in a different format (Text or HTML),
or to change your e-mail address, please visit your profile
page to change your delivery preferences.
For questions concerning delivery of this newsletter, please contact our
Customer Service Department at:
Trusts and Estates
A Penton Media publication
US Toll Free: 866-505-7173
International: 847-763-9504
Email:trustsandestates@pbinews.com
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 | |
| |
