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Professional Wealth Management

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tropicalrainp:
At Wealthfront, the retirement planning experience is more comprehensive. Your information is used to estimate your net worth at retirement and what you’ll be able to spend per month once you stop working. You can compare projected retirement income against your current spending habits to see whether you’ll be able to maintain your lifestyle in later decades using the Path planning tool. The platform allows you to adjust retirement age, savings, target retirement spending, and life expectancy to experiment with different outcomes.

Wealthfront has set the gold standard for goal planning at robo-advisories, but Stash gets credit for trying a unique approach that is targeted specifically at younger investors. Stash’s planning tools (Stash Coach) are organized as a game, in which you earn points and climb levels after completing investment and learning challenges. Each week there are new challenges and suggested portfolio picks, which can introduce investors to new funds. Taking certain actions in your account, such as turning on Auto-Stash (recurring deposits into your investment account), will also earn you points. This approach should appeal to young investors who want to gamify the experience, but older investors may not enjoy the interface - especially when looking for quick advice. Wealthfront’s goal-setting features ranked among the very top for all the robo-advisors we reviewed.. Wealthfront’s planning tools incorporate web partners and calculators to guide clients toward their goals, connecting to Redfin (for instance) to help you estimate how much a house will cost in your desired location. College savings scenarios estimate costs for many U.S.-based universities and project expenses for tuition, room and board, and other costs. There’s a wedding planning goal, and a database that tells you how much your ideal car will cost. You can even determine how long you could take a sabbatical from work and travel while still maintaining progress toward other goals. The dashboard gives you a snapshot of your assets and liabilities and the likelihood of reaching your goals. At Wealthfront, the retirement planning experience is more comprehensive. Your information is used to estimate your net worth at retirement and what you’ll be able to spend per month once you stop working. You can compare projected retirement income against your current spending habits to see whether you’ll be able to maintain your lifestyle in later decades using the Path planning tool. The platform allows you to adjust retirement age, savings, target retirement spending, and life expectancy to experiment with different outcomes.


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