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Comment	Forum Topic	Comment Time	Comment by
Adjusting Average Returns in Monte Carlo	Adjusting Average Returns in Monte Carlo	5 years 9 weeks ago	Anonymous
Marginal Tax Rates	Marginal Tax Rates	5 years 9 weeks ago	Anonymous
dick's response about how to figure the future	When to take a "snapshot"?	5 years 9 weeks ago	Anonymous
Tax exemption adjustments for change in dependents?	Tax exemption adjustments for change in dependents?	5 years 8 weeks ago	Anonymous
Tax exemption adjustments for change in dependents?	Tax exemption adjustments for change in dependents?	5 years 8 weeks ago	Anonymous
Re: dick's response about how to figure the future	When to take a "snapshot"?	5 years 8 weeks ago	Anonymous
Re: Charitable Contributions and Standard Deduction	Charitable Contributions and Standard Deduction	5 years 8 weeks ago	Anonymous
Roth vs. Non-Roth Accounts	Roth versus Non-Roth Accounts	5 years 8 weeks ago	Anonymous
taxes, gov't, and we better return to either ESP or ESPlans!	When to take a "snapshot"?	5 years 8 weeks ago	Anonymous
Safe Withdrawal Rate	Safe Withdrawal Rate	5 years 8 weeks ago	Anonymous
Re: How do I use ESPlanner to determine my optimal consumpti	How do I use ESPlanner to determine my optimal consumption?	5 years 8 weeks ago	Anonymous
How do I use ESPlanner to determine my optimal consumption?	How do I use ESPlanner to determine my optimal consumption?	5 years 8 weeks ago	Anonymous
How do I use ESPlanner to determine my optimal consumption?	How do I use ESPlanner to determine my optimal consumption?	5 years 8 weeks ago	Anonymous
How do I use ESPlanner to determine my optimal consumption?	How do I use ESPlanner to determine my optimal consumption?	5 years 8 weeks ago	Anonymous
Entering Assets in the Real World	Entering Assets in the Real World	5 years 8 weeks ago	Anonymous
Re: Adjust rates of return over time - in the Asssumptions	Adjust rates of return over time - in the Asssumptions	5 years 7 weeks ago	Anonymous
Re: Financial assets?	Financial assets?	5 years 7 weeks ago	Anonymous
Learning My Way: Need help w/ "Percentile of Distribu..	Learning My Way: Need help w/ "Percentile of Distribu..	5 years 6 weeks ago	Anonymous
PLUS Version not showing Survivor Results	PLUS Version not showing Survivor Results	5 years 6 weeks ago	Anonymous
Case Closed (with some hints)	PLUS Version not showing Survivor Results	5 years 5 weeks ago	Anonymous
Re: Case Closed (with some hints)	PLUS Version not showing Survivor Results	5 years 5 weeks ago	Anonymous
"Supplementing" Smoothing	"Supplementing" Smoothing	5 years 5 weeks ago	Anonymous
"Supplementing" Smoothing	"Supplementing" Smoothing	5 years 5 weeks ago	Anonymous
"Supplementing" Smoothing	"Supplementing" Smoothing	5 years 5 weeks ago	Anonymous
How to interpret 'Recommendations' in the report	How to interpret 'Recommendations' in the report	5 years 5 weeks ago	Anonymous

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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

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—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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