Quicken 2015 Version R15 Build 24.1.15.1.Transactions (purchases, sales, reinvestments, income, mergers, spin-offs, etc.).If you are not automatically redirected, click on the link below to proceed.JPMorgan Chase & Co and Capital One Financial Corp, for example, warn on their websites that customers could be liable for any fraud in their accounts - even though federal regulations say otherwise.Capital One's site ( here) tells users: "If you choose to share account access information with a third-party, Capital One is not liable for any resulting damages or losses."Chase ( here) admonishes, "If you give out your chase.com user ID and password, you are putting your money at risk."The warnings were enough to cause Morris Armstrong, a registered investment adviser and enrolled agent in Danbury, Connecticut, to recently close his account with Mint.com, a so-called aggregator website and a division of Intuit Inc.“People are hacking left and right. You don’t want to make it easier,” Armstrong said.However, the same warnings infuriated heavy Mint user Mark Ranta, head of digital payments at ACI Worldwide Inc, who says the banks are far more worried about competition from these aggregation sites than about electronic safety.“Mint makes it so I don’t have to go to the individual bank sites,” said Ranta. “They don’t have the opportunity to cross-sell me.”The banks’ warnings, however, are off base.Federal banking rules known as Regulation E ( here) sharply limit customers' liability for unauthorized electronic transactions from their accounts, provided they report the fraud promptly.The rules say that customers’ negligence - such as writing a PIN on a debit card - does not increase their liability.A customer would be on the hook for unauthorized transactions if she gives her card or credentials “and grants authority to make transfers to a person (such as a family member or co-worker) who exceeds the authority given,” the rules say. When I try to do a securities transaction, two securities are missing from the drop down selection box.
![]() Vanguard Securities In Quicken 2015 Free Financial DashboardPersonal Capital has just launched a Retirement Planner as part of its free financial dashboard. Having used just about every online retirement planning tool available, I thought I'd share the five that rate among the very best.The first option is the newest on the list. The best tools allow you to understand the assumptions that are being made and to change those assumptions easily. A good online retirement tool can make crunching decades of numbers and assumptions a snap. Calculators are also ideal for retirement planning. Best external hard drive for photographers macThe tool allows for very detailed inputs. Finally, the results are displayed with both attractive graphs and in table format.Fidelity customers can take the data from the snapshot and create a more detailed retirement plan.For those that want to roll up their sleeves and spend hours with a retirement too, the Flexible Retirement Planner is the tool of choice. Second, the underlying assumptions (e.g., inflation, life expectancy, social security) can be changed easily. There's no data entry required. First, once investment accounts are added to the financial dashboard, the Retirement Planner takes all of the available data and runs 5,000 investment scenarios automatically. ![]() As an example, a $1,000,000 portfolio has an 86% chance of producing $45,000 a year in income for 30 years with a 60% allocation to stocks. There are only four inputs: how many years your portfolio must last, its current balance, annual spending, and asset allocation. The Vanguard Retirement Nest Egg calculator is designed to tell you the odds of your nest egg lasting in retirement. Vanguard Retirement Nest Egg CalculatorThe final tool is the easiest to use. The results are in table format, and you can email the results to yourself for later analysis.5.
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