There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on retirement. Retirement issues are the No. 1 financial ...

Financial advisors are not a homogeneous group. There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on ...

That was the lead sentence from last year's roundup of retirement planning software, just before the crashing economy and the loss of trillions of dollars in assets made that statement ridiculous. Not ...

NextCapital, a 401(k) managed accounts software company, has just raised a $6 million Series A funding round from several of its biggest customers. Russell Investments and Transamerica Ventures Fund ...

Because they are still closely interrelated, this report on retirement planning software includes several packages that also address estate planning. But in future years, it's reasonable that planners ...

Program looks at all factors affecting retirement income A client's age, family size, salary and years remaining until retirement are just a few of the factors that help determine how much money she ...

Questions about retirement often keep clients up at night: Can I afford to retire within the next 10 years? What will happen if I retire at age 60 instead of 65? What if I have a health care crisis?

Retirement Software For Do It Yourself Types The free online calculators available, and there are a lot of them, can be a good start for figuring out when you might be able to retire. But that is ...

BOSTON -- In among the year-end statements now arriving in your mailboxes from financial-services firms are invitations to use their retirement-planning calculators. You'd be wise to ignore that offer ...

As financial services become increasingly automated, retirement-spending apps have emerged that enable you to enter your income needs and portfolio information in order to ostensibly get a reasonable ...

Financial advisors are not a homogeneous group. There are many avenues to success within the field. But it is difficult to imagine that anyone would pass up the opportunity to advise clients on ...

One of the first software packages available to consumers that was much more accurate than simple calculators was Quicken’s Retirement Planner. This software was not web-based, but it allowed users to ...