Retirement Planning Tools

westv

Skinny latte? Yuck!

AnotherJoe

cfw1994 wrote: »

Thanks - yes, I know what you mean about funny attitude: tight as I am with cash, I will spend if it is useful!
That said, I use Quicken 2000 because it still does exactly what I want, & try as I might (& every year or two I do a proper look!), I cannot find an easy equivalent, free or paid!

This thread is as much about hearing peoples views of such tools, as well as finding other ones I (& perhaps others!) are unaware of: I will probably give it a blast for a couple of months to see how it is: from the things described here, was yours (or Mallygirl?) equivalent to the 3/5 or 7 one?

Mine was between the 3 & 5. But with charts. I would say charts would be vital. So go for the £5.

westv

That reminds me, there's a free version of MS Money UK kicking around the web somewhere. That has a life planner on it.

FatherAbraham

westv wrote: »

That reminds me, there's a free version of MS Money UK kicking around the web somewhere. That has a life planner on it.

Kicking around the web somewhere?

That sounds like a great way to get the computer which one uses for managing one's finances infected by malware!

westv

FatherAbraham wrote: »

Kicking around the web somewhere?

That sounds like a great way to get the computer which one uses for managing one's finances infected by malware!

Eh? Obviously you'd get it from an official MS source (rolls eyes).
I just couldn't remember what the link was.

westv

I thought I'd seen a UK version but this US version might be ok

https://www.microsoft.com/en-GB/download/details.aspx?id=20738

I believe it should work on Windows 10.

There's mention of the UK version with links here

https://social.microsoft.com/Forums/en-US/home?category=money

coyrls

westv wrote: »

I thought I'd seen a UK version but this US version might be ok

https://www.microsoft.com/en-GB/download/details.aspx?id=20738

I believe it should work on Windows 10.

There's mention of the UK version with links here

https://social.microsoft.com/Forums/en-US/home?category=money

The US one works fine on Windows 10 and you can change the default currency to UK £.

eh5757

EvolveMyRetirement is far better than RetireEasy, much cheaper, and even starts as free. It's built around Monte Carlo simulation, and that makes a huge difference. What's the point of projecting into the future when so much is uncertain? EMR takes care of all that. And it self-optimises your strategy: seems like magic to me. I had a query about one of the tool's features, and their support team got back to me almost immediately with the help I needed.

It looks like EMR has been designed with professional advisers in mind, but made easier to use so that anyone can use it. Even me!

Am I the only one who has used this? I'm surprised nobody here mentioned it, even though it's apparently been around since 2014.

cfw1994

eh5757 said:

EvolveMyRetirement is far better than RetireEasy, much cheaper, and even starts as free. It's built around Monte Carlo simulation, and that makes a huge difference. What's the point of projecting into the future when so much is uncertain? EMR takes care of all that. And it self-optimises your strategy: seems like magic to me. I had a query about one of the tool's features, and their support team got back to me almost immediately with the help I needed.

It looks like EMR has been designed with professional advisers in mind, but made easier to use so that anyone can use it. Even me!

Am I the only one who has used this? I'm surprised nobody here mentioned it, even though it's apparently been around since 2014.

A most peculiar first post here....any association with EMR?!
Are you Nick?  There is no “about us”, and all blogs are by him.
Don’t get me wrong: the web page looks decent, I will take a close look over the weekend....just curious that there is no explanation who is behind it.....& this is your first post!

1813

Theres too many to mention but i use all sorts, its finding the right pathway thats the most frustrating aspect!