Online Tool Serves as 'One-Stop' Planning Resource for Financial and Social
Aspects of Pre- and Post-Retirement
NEW YORK, Nov. 29 /PRNewswire/ -- TD Waterhouse Group, Inc. has introduced
the TD Waterhouse Retirement Advisor, a free online service providing
comprehensive third party retirement planning tools and resources.
The Retirement Advisor, which is accessible from the "Planning" section of
TD Waterhouse's website (http://www.tdwaterhouse.com), breaks the planning
process into three stages -- "Making A Plan," "Decision Day," and "Living
Retirement" -- and offers customized content and interactive tools that
address the financial and non-financial issues facing current and future
retirees. The site is one of the first online services to offer a
comprehensive, "one-stop" source focusing on the emotional and logistical
issues associated with planning for and living through retirement.
"With recent market uncertainty it's now more critical than ever for
future retirees to begin planning early and current retirees to safeguard
their assets for a long and enjoyable retirement," said Elizabeth Butler,
First Vice President, Retirement Plans Marketing of TD Waterhouse. "The TD
Waterhouse Retirement Advisor underscores our commitment to improving
investors' ability to adequately prepare for retirement and to maximize
enjoyment of their retirement years."
The three sections of the TD Waterhouse Retirement Advisor are:
"Making A Plan" -- Interactive tools to help investors in the early stage
of retirement planning, including:
* retirement planning basics;
* social security, net worth and savings calculators; and
* a "cost of waiting" estimator to determine costs incurred by delaying
the retirement savings process or the benefits associated with saving
early.
"Decision Day" -- Comprehensive information for investors as they make the
transition to retirement, this section provides tools, including:
* a retirement readiness test and checklist to help assess general
lifestyle and financial preparedness for retirement;
* a relocation scout; and
* estate tax, social security benefit and life and disability insurance
calculators.
"Living Retirement" -- Tools and advice to help investors enjoy the
retirement they've worked hard to achieve, including:
* managing retirement income;
* investigating prime areas for relocation and costs associated with
relocating;
* healthy living in retirement; and
* information on travel opportunities, hobbies, and volunteering.
To provide calculators, content and other interactive planning tools for
the Retirement Advisor, TD Waterhouse has agreements with Universal Pensions,
Inc., a BISYS(R) Company, Financial Visions and Homestore.com, Inc.
TD Waterhouse Group, Inc. (NYSE: TWE; TSE) provides investors and
financial advisors with a broad range of brokerage, mutual fund, banking and
other consumer financial products on an integrated basis. Worldwide, TD
Waterhouse currently services 3.3 million active customer accounts in the
United States, Canada, the United Kingdom, Australia, and Hong Kong. The firm
also has joint ventures in Japan, Luxembourg and India to serve investors in
those countries. TD Waterhouse can be found on the Internet at
http://www.tdwaterhouse.com and on America Online at Keyword: TD Waterhouse.
TD Waterhouse is a wholly-owned subsidiary of TD Bank (NYSE: TD; TSE) and part
of TD Bank Financial Group. Headquartered in Toronto, Canada, with offices
around the world, TD Bank Financial Group offers a full range of financial
products and services to approximately 13 million customers worldwide.
SOURCE TD Waterhouse Group, Inc.
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Related links:
http://www.tdwaterhouse.com
CONTACT:
Melissa Fox of TD Waterhouse Group, Inc.,
+1-212-908-3101, melissafox@tdwaterhouse.com
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