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ESPlanner 2.11.10 Posted

Submitted by Lowell Williams on 27 August 2008 - 11:07pm

Announcements

This will be the last update before the next quarter on Nov 1.
Update will be available 0100AM 8/28/08 EDT

CE update 2.04.p00-03
Fixed bug in contingent planning

UI 2.11.10
fixed reserve fund values updated when the inflation rate is changed
fixed reserve fund rate of return update when it is changed
change to wording on new assets definition
fixed problem with housing equity net worth report in report input (PDF)
fixed problem with ages for older users in retirement contribution
fixed problem where save database & close did not always work
fixed problem when inflation rate is changed in a future year

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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.

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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.

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