So this question looks to have been addressed in the past several years but in the world of software things change pretty quickly for 2016.
So the scenario is this, I love Excel spreadsheets and have built dozens to evaluate, plan, predict, explain, and devour financial numbers over the past ten years. My wonderful wife looks at all the spreadsheets and starts to get dizzy.
I am interested in a software program that is not so much for future retirement planning, but more for retirement monitoring. I plan to FIRE in a few months and looking at life statistics, she may very well out live me. I want to have one place where she can easily log on to or go and be able to see what we have, where we have it, what it is currently worth, in case I am not here. I know that is a little morbid, but it is reality. And if not just for her, even for our grown kids.
So is there a single best software program that can bring all of those different entities say a Vanguard ROTH IRA, another 403(b), a 457, two 401(k)'s, and maybe a pension together in one place, monitor them all, update them all, and be presented in a way that even a lay person can understand it? I see that Quicken 2016 Premier seems to get touted a lot as the best of what is out there, but I know there may be other products or thoughts on this topic.
Thank you in advance for lending me your 2 cents, that's a .02 expense ratio to this group.....
So the scenario is this, I love Excel spreadsheets and have built dozens to evaluate, plan, predict, explain, and devour financial numbers over the past ten years. My wonderful wife looks at all the spreadsheets and starts to get dizzy.
I am interested in a software program that is not so much for future retirement planning, but more for retirement monitoring. I plan to FIRE in a few months and looking at life statistics, she may very well out live me. I want to have one place where she can easily log on to or go and be able to see what we have, where we have it, what it is currently worth, in case I am not here. I know that is a little morbid, but it is reality. And if not just for her, even for our grown kids.
So is there a single best software program that can bring all of those different entities say a Vanguard ROTH IRA, another 403(b), a 457, two 401(k)'s, and maybe a pension together in one place, monitor them all, update them all, and be presented in a way that even a lay person can understand it? I see that Quicken 2016 Premier seems to get touted a lot as the best of what is out there, but I know there may be other products or thoughts on this topic.
Thank you in advance for lending me your 2 cents, that's a .02 expense ratio to this group.....
