Review Detail
Overall rating
3.8
Company
5.0
Interface
4.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Great program for retirement planning
Overall, this is agreat retirement planning program.
User Review
The Good
Easy to use. Accurate.
The Bad
Either my clients don't understand, or I haven't figured out how to explain the "presentation". I use the what if scenarios instead.
Social Security "what-if" could be a little more robust, and user-friendly when using actual estimates rather than the "program estimate". But again - it's pretty darn good.
Social Security "what-if" could be a little more robust, and user-friendly when using actual estimates rather than the "program estimate". But again - it's pretty darn good.
The Bottom Line
Best program I've used. Nothing is perfect, but this is pretty darn good.
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