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Info Seeker
Posts: 1
Registered: ‎11-16-2017

Re: Financial Planning Software Suggestions?

Message 1 of 3 (29 Views)

https://www.mywealthtrace.com/

 

Used the free version for a year, then became a paid subscriber. Good stuff. Monte Carlo simulations, variable inputs, what-if scenarios, slider bars for instantaneous feedback on changing returns, retirement age, expenses, etc. Feeds from all your accounts if you want. I meet periodically with the fellow that authors the software to go through my plan. I also have the Vanguard and Fidelity planners, and have used T.Rowe Price...i like this more. 

Trusted Social Butterfly
Posts: 7,098
Registered: ‎02-14-2008

Re: Financial Planning Software Suggestions?

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Excel.


Just think. The world was built by the lowest bidder.
Info Seeker
Posts: 2
Registered: ‎03-07-2013

Financial Planning Software Suggestions?

Message 3 of 3 (258 Views)

I'm looking for windows software that will help with projections. I know my soc security and pension at diffferent ages and income from ira. I'd like to try some software that allows me to input these incomes and also expenses and tax assumptions for seeral decades. Can anyone suggest anything?