Abstract: A computer-implemented method and an interactive computer system has a user interface with computer software application tool(s) for retirement planning purposes. The user interface is generally referred to herein as an income dashboard.

Abstract: Various examples are directed to payment cards with budget displays including systems and methods for using the same. A payment card may comprise a display and a control circuit. The control circuit may display, at the display of the payment card, a first display state indicating a first unused portion of a budget amount for a current budget period. The control circuit may access first budget status data generated in response to a transaction made with the payment card and modify the display to display a second display state indicating a second unused portion of the budget amount for the current budget period, wherein the second unused portion is based at least in part on the transaction.

Abstract: Systems and techniques for interest matched interaction initialization are described herein. A first set of profile attributes for a first user and second set of profile attributes for a second user may be obtained. A first set of data sources and a second set of data sources may be identified respectively using the first set and second set of profile attributes. A first dataset and a second dataset may be collected respectively using the first and second set of data sources. An interest vector model may be generated using data elements of the first dataset based on an interest identified in the first dataset. The second dataset may be evaluated using the interest vector model to identify the interest as a shared interest in the second dataset. An interaction initialization item may be generated by identifying content associated with the shared interest. The interaction initialization item may be transmitted to a device.

Abstract: A computer system and method for use in retirement planning comprising identifying by a computer a financial account within a retirement plan, assigning by the computer a unique code to each type of transaction activity for the financial account, identifying by the computer an actual withdrawal transaction by the unique code, and calculating an amount withdrawn from the retirement plan based on aggregating transaction amounts for the unique codes representing the actual withdrawal transaction.

Abstract: A computer-implemented method and an interactive computer system has a user interface with computer software application tool(s) for retirement planning purposes. The user interface is generally referred to herein as an income dashboard.

Abstract: Systems and techniques for response generation for predicted even-driven interactions are described herein. A set of event data and a set of interaction data may be obtained. The set of event data and the set of interaction data may be evaluated to determine a correlation between an event that corresponds to the set of event data and an interaction that corresponds to the set of interaction data. A set of profile data may be collected that is associated with the interaction. The set of profile data may be compared to a user profile to determine a predicted interaction. Options to respond to the predicted interaction may be transmitted to an administrator based on the comparison.

Abstract: A computer-implemented method and an interactive computer system has a user interface with computer software application tool(s) for retirement planning purposes. The user interface is generally referred to herein as an income dashboard.

Abstract: Various examples are directed to payment cards with budget displays including systems and methods for using the same. A payment card may comprise a display and a control circuit. The control circuit may display, at the display of the payment card, a first display state indicating a first unused portion of a budget amount for a current budget period. The control circuit may access first budget status data generated in response to a transaction made with the payment card and modify the display to display a second display state indicating a second unused portion of the budget amount for the current budget period, wherein the second unused portion is based at least in part on the transaction.