ESPlannerPLUS is our acclaimed lifetime financial planning tool. It calculates what you should save, spend, and insure to maintain your household’s living standard through time. Whether it’s choosing careers, switching jobs, taking Social Security, managing retirement accounts, downsizing your home, or moving states, ESPlannerPLUS can find safe ways to significantly raise your living standard. The $199 first-year cost covers all updates. If you have purchased ESPlannerPLUS in the past, your annual update licenses will show $70 above. Handles up to four households with unlimited profiles per household.
- ESPlannerPLUS includes Monte Carlo and Upside Investing features.
- In addition to entering average nominal rate of return on assets with options to change those rates at some future date, users can choose our standard asset classes or create their own for the Monte Carlo and Upside Investing analysis.
|Lifetime Financial Planning|
|Multiple Families and Profiles|
|All Social Security Collection Options|
|College Saving Strategies|
|Retirement Spend-down Strategies|
|Includes DFA Funds|
|Annual Renewal|| $70
|Related Products and Services|
|Expert Review (current customers)||$250 per hour||$250 per hour||$250 per hour|
|Maximize My Retirement Income||$1500||$1500||$1500|
The ESPlanner download products run on PC/Windows or on the Macintosh using windows emulation software.