DISQUS

Consumerism Commentary: Web-Based Financial Planning

  • Michael · 4 years ago
    I received the request from Bryan also. Haven't had time to play with it yet, though. It IS an interesting idea.
  • Jeremy · 4 years ago
    I hate sites that have sound. I also hate inflated rhetoric like "advice of this kind has been available only to the very wealth."
  • Jonathan · 4 years ago
    Ditto on the e-mail from Bryan. The sound on the front page CANNOT be turned off, which is a bit annoying. I also haven't gotten the chance to do much with it, too much data entry. Did it offer anything unexpected?
  • Flexo · 4 years ago
    Nothing unexpected. It asks for pretty basic information, though the interview process seemed to be pretty long. Despite all the information the service collects, the generate reports are pretty basic.
  • Dean B · 4 years ago
    I've used Financial Engines for a quarter..

    Type in your portfolio and contributions and goals and it returns a forecast with a percentage chance of you reaching your goal.

    Limited to investments only...no tax planning stuff.