Is there a good place where I can utilize some software to create a more complete picture of my future account balances?
When I worked with a financial advisor she had some software she used through her company that was able to show future mock investments and showed a growth chart, and a lot of other material.
I’m wondering if there is one accessible to the everyday person, wether it is free or not, that will show investment growth of IRA’s, 401k’s, HSA’s, etc. TIA!
Hi @Alex_Tittle
Great question! None are as advanced as the financial planning software that Advisors use. BUT, there isn’t always a point to go as in-depth as what some of those applications allow for. I like the digital tools that some of the brokerages / robo advisors offer. My favorite (or at least the first one that comes to mind) is Personal Capital. They have a great user interface and some very useful tools that help to visualize your current financial picture!
I hope this is helpful!
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Same. The first place my mind went to was Personal Capital
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