| Note 83.* has some info on this, and I believe the old version of the
conference also had such a discussion.
I had a chance to play with an earlier release of Wealth Builder. I found the
data entry screens somewhat difficult to deal with. If you have even a
moderately complicated portfolio with some history of buying and selling, it's
hard to input all the info into the system. To me, that would make me less
likely to keep the system up to date each time I received interest or cap gains
distributions or whatever.
Also, the mutual fund and stock database that came with the version of WB I had
was at least 6 months old. To get up-to-date data, you had to subscribe to
their service, at a cost of >$100/year. Perhaps this has changed. (The other
services you mentioned also were not offered about a year ago.)
Brian
|
| I just bought WealthBuilder. I give it a B. It can handle only
simple situations and has at least one serious fault: it can only
accommodate one person's retirement scenario into a financial plan.
Thus for dink couples, it's very limited. When you purchase the
system, you receive a reply card which will get you one copy of
the then-current database. If you want to subscribe, you pay
a couple of hundred per year.
Their main interest seems to be in inducing you to subscribe to
the database.
I would not consider it adequate for people who are at least
financially knowledgable enough to participate in this notesfile.
PBM
|