Secondary menu

My Recent comments

Comment	Forum Topic	Comment Author
"Supplementing" Smoothing	"Supplementing" Smoothing	Anonymous	5 years 5 weeks ago
"Supplementing" Smoothing	"Supplementing" Smoothing	Anonymous	5 years 5 weeks ago
Learning My Way: Need help w/ "Percentile of Distribu..	Learning My Way: Need help w/ "Percentile of Distribu..	Anonymous	5 years 6 weeks ago
Safe Withdrawal Rate	Safe Withdrawal Rate	Anonymous	5 years 8 weeks ago
Tax exemption adjustments for change in dependents?	Tax exemption adjustments for change in dependents?	Anonymous	5 years 8 weeks ago
just downloaded update, now cannot print reports	just downloaded update, now cannot print reports	Anonymous	5 years 8 weeks ago
Adjusting Average Returns in Monte Carlo	Adjusting Average Returns in Monte Carlo	Anonymous	5 years 9 weeks ago
Most Recent Release - 2.10.23 Monte Carlo Rpts Problem	Most Recent Release - 2.10.23 Monte Carlo Rpts Problem	Anonymous	5 years 10 weeks ago
Fundamental question/concern needing clarification	Fundamental question/concern needing clarification	Anonymous	5 years 11 weeks ago
Fundamental question/concern needing clarification	Fundamental question/concern needing clarification	Anonymous	5 years 11 weeks ago
Fundamental question/concern needing clarification	Fundamental question/concern needing clarification	Anonymous	5 years 11 weeks ago
Children after the age of 18	Children after the age of 18	Anonymous	5 years 12 weeks ago
Real Estate Report	Real Estate Report	Anonymous	5 years 15 weeks ago
Real Estate Report	Real Estate Report	Anonymous	5 years 15 weeks ago
selling a house	selling a house	Anonymous	5 years 16 weeks ago
selling a house	selling a house	Anonymous	5 years 16 weeks ago
Why not withdraw less from retirement vesus saving?	Why not withdraw less from retirement vesus saving?	Anonymous	5 years 17 weeks ago
Why not withdraw less from retirement vesus saving?	Why not withdraw less from retirement vesus saving?	Anonymous	5 years 17 weeks ago
Why not withdraw less from retirement vesus saving?	Why not withdraw less from retirement vesus saving?	Anonymous	5 years 17 weeks ago
selling a house	selling a house	Anonymous	5 years 18 weeks ago
Why not withdraw less from retirement vesus saving?	Why not withdraw less from retirement vesus saving?	Anonymous	5 years 18 weeks ago
Survivor Reports	Survivor Reports	Anonymous	5 years 19 weeks ago
Survivor Reports	Survivor Reports	Anonymous	5 years 19 weeks ago
Bug in Version 2.10.11	Bug in Version 2.10.11	Anonymous	5 years 19 weeks ago
Tax exemption adjustments for change in dependents?	Tax exemption adjustments for change in dependents?	Anonymous	5 years 19 weeks ago

Recent Case Studies

What's It Really Cost To Live In Seattle?

Work Less Longer

Taking Advantage of the 2009 First-Home Buyer Credit

Taking A Flyer On Fly Fishing

How Much House Is Too Much House?

Sending Wunderkind to Boarding School

Spend Defensively If You Invest Aggressively

Buy the Right Amount of Insurance

Press Reviews

"ESPlanner's approach to financial planning profoundly challenges well-known programs. . . and is the most comprehensive."

BusinessWeek

". . . if you demand the deepest and most powerful financial planning engine, look no further."

The Washington Post

"ESPlanner's life-cycle smoothing determines the highest possible living standard you can maintain for the rest of your life.

Investors Business Daily

"ESPlanner determines the highest possible living standard you can maintain for the rest of your life."

—Investors Business Daily

Endorsements

"I am fascinated with the product and am telling others about it. I believe it is the best personal planning tool I have seen."

—Roger Gehle, CPA

"ESPlanner is giving me the confidence to prepare for retirement in a way that I thought was possible but was impossible to calculate."

—Michael Thompson, Engineer, Charlotte, NC

"This is a great program. With product support like this, I'm sure users are never disappointed."

—Jim Meyers, Hospital CFO, Bloomington, IN

"I cannot imagine a better package. ESPlanner answers the key question: how can my family maintain its standard of living over the long run?"

Zvi Bodie, Professor of Finance and Economics, Boston University School of Management

ESPlanner provides the most accurate forecasts and projections of any financial planning product I've seen.

Rick Miller, PhD., CFPTM, Sensible Financial Planning, Cambridge, MA

"Having a well thought-out academically based model is a welcomed and valuable tool."

Brian Berberet, CFA, Carrick Bend Advisors, LLC, San Mateo, CA

"Fantastic! ESPlanner makes my life-cycle model operational for people everywhere to use."

Franco Modigliani, Economics Nobel Laureate

"ESPlanner's consumption-based planning could dramatically change the way we think."

Robert Glovsky, Director, Boston University's Program on Financial Planning and President, Mintz-Levin Financial Advisors

ESPlanner is a key tool I use in the process to create tailored investment portfolios and strategies for my clients."

—Brian Berberet, CFA, Carrick Bend Advisors, LLC, San Mateo, CA

I am blown away by the detailed tax work in the program. This is one of my biggest complaints about other programs out there."

—Joel Nance, ClearPath Financial Planning

"I have tried the Price Waterhouse's Retire Secure, T.Rowe Price, and Retire Ready products. Yours is the best."

—Lester S. Arthur, New York, New York

"I got ideas from my use of ESPlanner that were easily worth more than the program cost. Please keep up the good work."

Mark Lyon, small business owner, Austin, Texas

The combination of your brilliant program combined with the good support is an incredibly valuable offering.

Steve Rothman, clinical psychologist, Bellevue Washington.

Recent Press

Why Social Security Benefits Require Careful Study

U.S. News

The 3 Rules for Increasing Your Social Security Benefits

Yahoo

Retirement Researcher Blog

About.com

Contact Economic Security Planner, Inc. U.S. Patent Number: 6,611,807 Privacy Policy

RSS

Disclaimer: ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO, are educational calculators designed to give users input in mapping out financial futures, but should not be acted upon as a complete financial plan. The creators of these programs are not certified, registered, authorized, or any other type of financial planners. These programs are simply tools for helping you think through economic futures. Its "recommendations" should be viewed as informative inputs into your own decision-making with respect to saving and the purchase of life insurance. ESPlannerBASIC, ESPlanner, ESPlannerPLUS and ESPlannerPRO provide neither economic, financial nor tax advice, which can only be delivered to you by authorized professionals.

Secondary menu

My Recent comments

Main menu

Forum Navigation

Recent Posts/Comments

FAQ MENU

Recent Case Studies

Press Reviews

Endorsements

Recent Press