instance, Vanguard has a retirement planning worksheet, retirement income calculator, required minimum distribution estimator, and a “when to retire” tool. It also has an investor questionnaire to guide you through creating a diversified portfolio, and aligning your risk tolerance with your retirement...
If you’d like to use Empower’s robo-advisor to manage your portfolio, you must complete a questionnaire about your financial situation, goals, and risk tolerance. You could also schedule a free call with an advisor to discuss your investment strategy. From there, the Empower advisors and pl...
You are under no obligation to move forward with the financial plan an advisor puts together for you after completing the questionnaire. Your initial consultation is free of charge. If you decide to move forward, you'll pay the annual fee and subsequent investment fees. If you decide to do ...
and Social Security Strategy tool. These features would be of particular interest to investors who are nearing retirement age. The Medicare Match is a questionnaire that helps guide the investor in the process of picking a Medicare plan. The Healthcare Estimator can help investors calculate potential...
Participants in our 2023 Robo-Advisor Survey opted in to an online, self-administered questionnaire from a market research vendor. Data collection took place between Aug. 30 and Sept. 15, 2023, with 11 video interviews conducted with volunteer respondents from Sept. 7 to Sept. 17, 2023. Multi...