Retirement Financial Planning (July 2007)
Retirement Financial Planning programs are designed to help
retirees and pre-retirees create financial plans. Most such programs
allow year-by-year plans for investments and investment returns,
taxes, and expenses - including periodic or one-time events.
This review is in work. Until the review is complete, I suggest the
following application for your financial retirement planning needs:
Retirement Financial Planning Features
These are the minimum features that I expect from retirement financial
Each of the candidate programs will be ranked against how well they
implement the following features. As the review continues, the list of
features may change.
- Pre/Post retirement
- Annual Expenses
- Annual Investments
- Lump sum events (expenses/investments)
- ... still in work
These are the programs included in this review.
User Feedback & Suggestions
I welcome any suggestions on other retirement financial planning
programs that should be considered, or suggestions on how better
to review the selected programs.