Is it difficult to use?

RW2 for YOU™ will ask you a lot of questions about your financial goals, your family structure, your assets, debts, income, expenses, insurance, and employee benefits.

If you are the person who handles the finances in your household, you will find that almost everything the system asks about is easy to understand and answer. You will probably have to look some things up, and you might need to check a few items with your employee benefits office or your financial product providers. But assuming that you have the relevant information handy, RW2 for YOU™ should take only an hour or two of your time.

Because the software is web-based, you do not have to bother downloading, installing, and periodically updating it. (We update it frequently, and you always get access to the latest version.) You can enter data at will: stopping when you’re tired of it, or need to check an answer. When you return, the system will remember where you left off. Though other planning software asks for a lot less information, and takes considerably less time, it is not comprehensive. Without the right information, no software can give you the analysis you need. Our goal is to provide the best advice we can, which will benefit you for the rest of your life.

RW2 for YOU™ produces one or more suggested plans of action, each of which contains recommendations about which financial choices and changes you should make. Each plan is also evaluated with a simple "report card" that anyone can understand, which grades the plan under both "expected" and adverse circumstances. If the plan is unacceptable for any reason, you can modify it until the results are satisfactory.

And should you be confused about any aspect of the system, there is plenty of Help available on-line.

RW2 for YOU™ establishes a new level of consumer-friendly software.


Want to know more about RW2 for YOU™?

  What does it do?

  What doesn’t it do?

  Is your information private?

  How does it differ from other software?

  See the video walkthrough

  What the critics say