Comparing the Quicken and VeriPlan Lifetime Financial Planners

Comparing the Quicken and VeriPlan Lifetime Financial Planners

The Quicken personal finances organizer application includes the Quicken Retirement Planner, which projects the personal finances of a person or family across a lifetime. VeriPlan is a comprehensive and fully automated personal financial lifecycle planner for individuals and their families.

In this series of short articles, The Skilled Investor compares the functionality of the Quicken Retirement Planner and the VeriPlan personal financial lifecycle planner. This article provides a list of links that will take you to these articles.

COMPARISON TOPICS:

• Introduction and Overview

• User Interface and Data Entry

• Projection Graphics and Data

• Inflation

• Navigation

• User Documentation

• Debts: Current and Future

• College and Other Education Costs

• Expenses and Savings

• Estate Planning

• Financial Decision Tools

• Home Purchase Planning

• Human Capital

• Income

• Investments: Overview

• Asset Classes and Asset Allocation

• Asset Class Investment Returns

• Investment Costs

• Portfolio Rebalancing

• Portfolio Risk

• Portfolio Safety

• Retirement: Overview

• Contributions to Tax-advantaged Retirement Plans

• Optimizing Your Tax-Advantaged Retirement Plans over Your Lifecycle

• Retirement Income, including Social Security, Pensions and Annuities

• Taxes: Overview

• Capital Gains and Asset Tax Basis

• Federal, State, and Local Personal Income Tax

• Filing Status, Dependents, Adjustments, and Deductions

• Real Estate and Property Taxes

• Social Security (FICA), Medicare, and Self-employment Taxes

• Systems and Performance

• User Satisfaction Guarantee

• Tutorials

• Product Licensing and Purchase

• Product Obsolescence

Lawrence Russell and Company is the publisher of The Skilled Investor and the developer of VeriPlan. The Skilled Investor has tried to characterize factually the functionality of both the Quicken Retirement Planner and VeriPlan.

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