The MoneyReady Forum
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powerfulWildfowl3

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I too am a new user of the software. I have tracked my financials using many excel spreadsheets over many years. I have a financial planner and plan and have for many years. Now that I am retired I wanted to be able to run more detailed models regarding the best way for me to withdraw the money from my different investments. 

It took some time to input all of my information (accurately) and get used to all of the options within the tool but I now have a detailed model that I am happy with. I wish I had this tool years ago. I think I would have made some different investment decisions over the years and pushed my financial planner and investmentment company way harder for answers.

Great tool.