This version has been stripped down from the original software to what Still River calls the ‘essentials,’ and offers advice on almost two dozen financial issues that people in this age group often face. The program still takes into account assets, debts, income sources, household expenses, insurance, benefits, health, and financial needs at death when making its recommendations.
People approaching retirement, or those who have already retired, can try out the free version here. After registering their information, they will be given a link to the Web-based software, along with a User ID and Password. Those who want to upgrade to the complete system can link back to the RetirementWorks2 Web site to do so.
“The simplified version is suitable only to give people a general idea of where they stand and what they should do,” said Chuck Yanikoski, President of RetirementWORKS, Inc., in the announcement. “We encourage those who use it to consider upgrading to the complete version.”