Inventors:
David A. Calibey - West Hartford CT, US
John D. Diehl - Pottstown PA, US
Lori A. LaForge - Ellington CT, US
Eric F. Truntz - North Granby CT, US
International Classification:
G06Q 40/00
G06Q 40/08
Abstract:
According to some embodiments, supplemental data associated with a user's retirement planning may be received. In addition, a first set of user goals may be received, from the user, as basic expenses along with a second set of user goals as optional expenses. Predictable monthly retirement income and retirement assets associated with the user may then be determined A retirement planning platform may then automatically calculate a financial gap for the user based at least in part on the supplemental data, the first set of user goals, the predictable monthly retirement income, and the retirement assets associated with the user.