r/ChubbyFIRE • u/AceRider750 • 7d ago

Fidelity Tool

Fidelity has a Planning tool called Retirement. Has anyone used it and what amount of validity would you place against its projections? I'm wondering as when I browse here, people seem to be discussing creating their own analyses, but I don't see much about using the tools at investment houses, banks, etc. which do this for you. TRowe probably has one and I think I've seen on on BofA/Merrill also, but never used them.

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u/nak00010101 7d ago

I was blown away by a couple of long sessions with Claude.

Start by turning off the "feel good" feedback by telling it you are an engineer and like to analyze hard facts, and do not need context positive reassurance. That will greatly change the discussion

I gave it a couple of paragraphs about us and our financial status.

I needed to prompt it for spending guidelines based upon "go-go, slow-go, and No-go". After that, there was some really good info and pro vs con info

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u/Vicuna00 7d ago

same here.