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. 18, 2022
Filed:
Jul. 02, 2010
Bryan L. Mackrell, Cranberry Township, PA (US);
Isabel Ford, Carnegie, PA (US);
Erin Koch, Chicago, IL (US);
Jonathan Randall, McKees Rocks, PA (US);
Bryan L. MacKrell, Cranberry Township, PA (US);
Isabel Ford, Carnegie, PA (US);
Erin Koch, Chicago, IL (US);
Jonathan Randall, McKees Rocks, PA (US);
The PNC Financial Services Group, Inc., Pittsburgh, PA (US);
Abstract
A computer programmed to provide investing services is provided. Through a first computer device user interface, the computer receives first data from the user indicating the user's expected retirement spend in a plurality of spending categories at a first level of detail and stores the data at a data location. Through a second computer device user interface, the computer receives identifier data indicating the user and retrieves the first data from the data location. The first data is supplemented by second data indicating the user's expected retirement spend in the plurality of spending categories at a more detailed second level of detail. A target asset level necessary for the user to fund a retirement considering expected retirement spend for the plurality of spending categories is determined considering the first and second data. The target asset level is displayed to the user.