Consumerism Commentary - Latest Comments in Web-Based Financial Planning

Re: Web-Based Financial Planning

Dean B — Tue, 08 Mar 2005 00:53:50 -0000

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.

Re: Web-Based Financial Planning

Flexo — Tue, 08 Mar 2005 00:17:25 -0000

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.

Re: Web-Based Financial Planning

Jonathan — Mon, 07 Mar 2005 16:42:36 -0000

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?

Re: Web-Based Financial Planning

Jeremy — Mon, 07 Mar 2005 03:25:00 -0000

I hate sites that have sound. I also hate inflated rhetoric like "advice of this kind has been available only to the very wealth."

Re: Web-Based Financial Planning

Michael — Mon, 07 Mar 2005 02:51:51 -0000

I received the request from Bryan also. Haven't had time to play with it yet, though. It IS an interesting idea.