I have used the earlier floppy disk version of this software for years, and this is a welcomed update. The most liked feature of this program is the lifespan timeline graph with annual Income shown above the center line, and annual expenses shown below the center line. The interplay of these two produces a results line that is hopefully above the centerline. I call it the Alpo line if it falls below the centerline. Major events in life, like retirement or death are often reflected in the overall graph and whatif's can be used to predict the impact such future events may have on lifespan income. This program does consider SSA benefits, savings, investments, pensions, and real estate for retirement with some adjustments for inflation also being included; however, a certified financial planner may find it rudimentry.Get more detail about Quicken Financial Planner.
No comments:
Post a Comment