Review Detail
Overall rating
3.6
Company
4.0
Interface
5.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Cheshire Wealth Management
Good product. I am switching to eMoneyAdvisor. If I am not satisfied with eMoney's planning abilities then I will switch back to Cheshire.
User Review
The Good
Great year by year Cash flow analysis and solutions pages. Easy data entry. I have not tried to sync but would imagine they are flexible as a small vendor. Easy to read and understand presentation. Have been using for 5 years. Simple to use.
The Bad
Follow up not always the quickest. I question the software's income taxation analysis. New version seems to generate higher yields with lower taxes than prior version. I am not clear on integration partners. Have not used other planning tools other than retirement planning.
The Bottom Line
Reasonably priced solid retirement planning software that creates and very nice, clear presentation.
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