United Services Automobile Association (usaa)

Lea B Sims

Nathan J Rowe

Richard R Rohrbough

Stephen Holloway

Joseph Wall

Michael Aaron McGlasson

Melisa Izaguirre

Gualberto Camacho

Emily Eaton

Paul LaFleur

Eric M Engquist

Richard Martinez

Ron'Dell Harley

Jackie L Gilmore

Tim Haverly

Zachary A Gipson

Brian F Wilson

A system may include a processor that may receive account information having a plurality of transactions associated with a bank account. The processor may then determine an expected burn rate of funds based on the account information, determine an expected savings balance at a first time based on the account information and the expected burn rate, generate an event in response to the expected savings balance being below a threshold, and send an alert including the event to a computing device associated with the user. The alert may indicate a status of the expected savings balance via an electronic display of the computing device.

Systems and methods for generating account forecast alerts

Display screen or portion thereof with a payday forecast graphical user interface

Display screen or portion thereof with graphical user interface

Methods and systems disclosed herein assist users in determining when to retire from a first career and how to allocate retirement funds from the first career. The user may set retirement goals and select a retirement date for the first career. The system may estimate a retirement income for the first career. The user may indicate the payment schedule in which the user will receive the first career retirement funds. The user may provide, or the system may collect from other sources, information regarding other assets and debts associated with the user. Thereafter, the user may be provided information regarding the second career needed to meet the retirement goals and advice regarding the retirement from the first career, including the retirement payout.

Systems and methods for retirement planning

Display screen with animated graphical user interface

Growing community of inventors

San Antonio, TX, United States of America

Lea B Sims