The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Oct. 20, 2020
Filed:
Sep. 12, 2012
Andrew J. Diggdon, Oakland, CA (US);
John Maher, Fairfax, CA (US);
Karen Lynne Moore, Vacaville, CA (US);
Yon Wing Lee, San Francisco, CA (US);
Brian Paul Mcmahon, Berkeley, CA (US);
Andrew J. Diggdon, Oakland, CA (US);
John Maher, Fairfax, CA (US);
Karen Lynne Moore, Vacaville, CA (US);
Yon Wing Lee, San Francisco, CA (US);
Brian Paul McMahon, Berkeley, CA (US);
WELLS FARGO BANK, N.A., San Francisco, CA (US);
Abstract
A computer-implemented data processing system includes a data storage system, and a processor and program logic stored in memory and executable by the processor. The program logic includes logic configured to manage accounts respectively associated with a plurality of users, process transactions for the accounts and store account data related to the accounts in the data storage device, access the account data stored in the storage device and determine projected retirement spending amounts for a user based on account data associated with the user, determine a projected required savings amount based on the projected retirement spending amounts, and establish a connection with one of the users and provide the user with a user interface, the user interface including retirement planning data, the retirement planning data including an indication of the user's progress in accumulating the projected required savings amount.