Learn More

• The ESPlanner Help Manual
  Includes introduction and explanation of concepts in interactive PDF format.
• Sample PDF Report
  This is the PDF report generated by the Getting Started Series inputs in the screencasts below. ESPlanner produces both Excel and PDF reports.
• Video Tutorials
• Getting Started Series
  
  • Getting Started: Entering Inputs
  • Reading Basic Reports
  • Creating a Comparison Profile: Raising Your Living Standard
• Fundamental Concepts
  
  • Consumption Smoothing and Dynamic Programming
  • Upside Investing

• Our Case Studies
  These case studies show you ways to raise, smooth, and protect your living standard and how to price life-style decisions in terms of your living-standard.
• Academic Research
  Dr. Laurence Kotlikoff and other economists have been researching personal financial behavior throughout their academic careers.
• In the National Press
  Dr. Laurence Kotlikoff and other economists have been researching personal financial behavior throughout their academic careers.
• Press by Kotlikoff
  Prof. Kotlikoff has been featured extensively in top financial publications and on prominent financial websites.
• Spend Til the End, by Laurence Kotlikoff and Scott Burns
  Easy to read, this book is packed with practical and often shocking advice on whether to work, how to pick a career, which job to take, where to live, what sort of house to buy, how much to save, when to retire, which kind of retirement account to use, and more . . .
• Compare our Products
  View a side-by-side comparison of our financial planning products.

This session featured Social Security experts Laurence J. Kotlikoff and Kurt Czarnowski who addressed the following topics:

• The best time for your client to file for their benefits
• Optimizing spousal and survivor benefits with "File and Suspend"
• What every divorced client should know
• How a reverse mortgage may be part of an effective Social Security deferral strategy

MetLife webinar featuring Laurence Kotlikoff and Kurt Czarnowski

ESPlanner displays its reports in both Excel and PDF format. View sample report

Or view a few screen shots in ESPlanner at a Glance.