Secondary menu

Recent Forum Comments

Comment	Forum Topic	Comment Time	Comment by
In the works. No release	Upside Investing	2 years 15 weeks ago	Lowell Williams
Please make sure you have	Vaction Home First Change	2 years 15 weeks ago	Lowell Williams
Concerning the concept of	New Version Planning	2 years 15 weeks ago	Pleonasm
Edit: the earnings are	FIXED future earnings...how to input for Social Security?	2 years 15 weeks ago	marcosgoodrich@...
A marginal tax which is on	Roth IRA Conversion - The effects of taxation on this decision.	2 years 15 weeks ago	CharlesMainegra
This approach does work.	New Version Planning	2 years 15 weeks ago	james300@comcast.net
FYI: Concerning the notes	New Version Planning	2 years 15 weeks ago	Pleonasm
I have used the various	New Version Planning	2 years 15 weeks ago	larryapauls@hot...
Brian, I endorse your idea	New Version Planning	2 years 16 weeks ago	Pleonasm
Two more ideas: 1. An Excel	New Version Planning	2 years 16 weeks ago	BrianVezza
Lowell, If you do develop a	New Version Planning	2 years 16 weeks ago	james300@comcast.net
As I see it, a major benefit	New Version Planning	2 years 16 weeks ago	james300@comcast.net
Past covered earnings are	Understanding need for retired parents	2 years 16 weeks ago	dwpeterson
I'm not sure if others use	New Version Planning	2 years 16 weeks ago	BrianVezza
FYI -- On a system with an	Monte Carlo Higher Precision	2 years 16 weeks ago	Pleonasm
Life Insurance is on the	Inputting Life Insurance	2 years 16 weeks ago	Lowell Williams
This page is removed from	Consumption Profile	2 years 16 weeks ago	Lowell Williams
Thanks much Dan. I'm	Consumption not smooth	2 years 16 weeks ago	wccason
Hi James, Let's do the	New Version Planning	2 years 16 weeks ago	Lowell Williams
Hi Lowell, This is a great	New Version Planning	2 years 16 weeks ago	james300@comcast.net
As requested, a copy of this	Nondeductable IRAs	2 years 16 weeks ago	Pleonasm
A copy of this suggestion	PDF Reports: Simplify by Deleting Unnecessary Information	2 years 16 weeks ago	Pleonasm
It's a little	Converting Housing to Rental Property	2 years 16 weeks ago	Dick Munroe
Make sure this gets into the	PDF Reports: Simplify by Deleting Unnecessary Information	2 years 16 weeks ago	Dick Munroe
Feature request need to get	Nondeductable IRAs	2 years 16 weeks ago	Dick Munroe

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

Recent Forum Comments

Main menu

Forum Navigation

Recent Posts/Comments

FAQ MENU

Recent Case Studies

Press Reviews

Endorsements

Recent Press