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Subject:
Find personal finance profiling tools
Category: Business and Money > Finance Asked by: broker-ga List Price: $50.00 |
Posted:
04 Dec 2005 12:41 PST
Expires: 03 Jan 2006 12:41 PST Question ID: 601329 |
I need to find 10 examples of free personal finance profiling tools on the web. This is a series of questions the user is prompted for to complete that, when completed, spits out a set of recommendations about what they should do to improve their finances. An example of this on a paid website is at www.jeanchatzky.com, but I am looking for free examples. |
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Subject:
Re: Find personal finance profiling tools
Answered By: politicalguru-ga on 05 Dec 2005 08:37 PST |
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Subject:
Re: Find personal finance profiling tools
From: jack_of_few_trades-ga on 05 Dec 2005 05:43 PST |
Vanguard (www.vanguard.com) has several questionairres/calculators designed to lead you to retirement or plan for education: Questionairre to determine appropriate asset allocation: https://flagship5.vanguard.com/VGApp/hnw/FundsInvQuestionnaire?cbdInitTransUrl=https%3A//flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/InvestorEdu/PEdInvestOVContent.jsp%3Fgh_sec%3Dn Calculators including: How much you need to save?, What kind of IRA should I use?, Should I convert my IRA?, What's the cost of cashing out my employer plan?, and many more: https://flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/General/PEdGPPlnToolsRetirementPlnContent.jsp College Planning tools: https://flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/General/PEdGPPlnToolsCollegePlnContent.jsp I highly recommend exploring the whole Vanguard site. They have some great articles and many useful tools. Also, if you choose to invest through them, they have the lowest fees of any mutual fund company I've ever seen. |
Subject:
Re: Find personal finance profiling tools
From: broker-ga on 05 Dec 2005 07:04 PST |
Thanks for that, but looking for many more examples, from a whole variety of providers. Ideally looking for 10. Can you provide that? |
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