Case Studies

These case studies illustrate the many different uses of ESPlanner. We have looked at common scenarios and used the program to show how to evaluate and compare many different economic planning decisions.

TitleType
Rules of DumbSmoothing Your Consumption
Invest SafelyProtecting Your Living Standard
Account for Children When You Buy Life InsuranceProtecting Your Living Standard
Save or Else!Smoothing Your Consumption
Annuitizing Your AssetsRaising Your Living Standard
Beating the Tax ManRaising Your Living Standard
Contributing to the ROTH or IRARaising Your Living Standard
Making it SimpleSmoothing Your Consumption
Reapply for Social SecurityRaising Your Living Standard
Timing Retirement Account Withdrawals and Taking Social SecurityRaising Your Living Standard
Sending Wunderkind to Boarding SchoolPricing Your Passions
How Much House Is Too Much House?Pricing Your Passions
Taking A Flyer On Fly FishingPricing Your Passions
Buy the Right Amount of InsuranceProtecting Your Living Standard
Which Job Offers the Highest Living Standard?Raising Your Living Standard
Shedding Extra HomesRaising Your Living Standard
Pay Off Your MortgageRaising Your Living Standard
Order of WithdrawalRaising Your Living Standard
Equitable AlimonyRaising Your Living Standard
When Should I Take Social Security?Raising Your Living Standard