United Income

This Firm Is Offering A Whole New Approach To Retirement Planning

“We’ve invented a new approach to money management,” claims Matt Fellowes, Founder and CEO of United Income – which is pitching itself as a one-stop shop for helping Americans tackle all of the difficult financial questions that surround retirement. What does United Income’s comprehensive, personalized, “big data” approach to retirement planning offer that other firms, online retirement calculators and financial… 

United Income: The New “One Stop” Service For Retiring Boomers?

With all the complicated and interconnected questions that individuals nearing retirement must contend with, is it possible that software could provide more individually tailored and holistic answers to these questions (and in a more cost-effective manner) than an adviser? Today’s article outlines how Matt Fellowes, who recently resigned as Chief Innovation Officer at Morningstar Inc., is building a beta version…